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Frederick is an accomplished entrepreneur with more than 25 years of success spanning financial services and technology. He is responsible for founding Creative Capital Wealth Management Group, growing the firm to 15 states, and building a unique retainer-based wealth management program. He also president of Retainer-based Academy LLC, a coaching and intellectual property firm.
Frederick is an innovative leader with a keen eye for unique solutions and vast knowledge in alternative wealth creation strategies. He received his Behavioral Financial AdvisorTM, BFATM for short, certification as of July 2018.
As a seasoned board member Frederick has held board positions with Phoenixville Regional Chamber of Commerce, The Andy Talley Bone Marrow Foundation, Rotary, Kiwanis, LGBT Equality Alliance, the Phoenixville Senior Center, Cornerstone for Hope, Phoenixville Area Community Services, and the West Chester School of Business Advisory Council. He is married to Elizabeth, has nine-year-old twins James and Abigail. His hobbies include technology, cigars, eagles’ football, and cars (mostly Tesla).
We provide speaking engagements for financial advisors focused on several key areas. Fred is ready to talk about the future of financial advising, retainer-based planning, productivity hacks and ways to build a better service business, and the technologies businesses need in the modern market place.Hire Fred as a Speaker
Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.
There are several differences between standard fee-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!