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Frederick is an accomplished entrepreneur with more than 25 years of experience in both financial services and technology fields. In 2003 Frederick founded Creative Capital Wealth Management Group and has grown the firm to over 25 states. Creative Capital Wealth Management Group features a trademarked retainer based wealth management program and also provides access to accredited investments. He is also President of Retainer Based Academy LLC, a coaching and intellectual property firm for financial advisors.
Frederick can be seen giving his outlook on the economy and stock market both locally and nationally. Frederick has been featured in The Wall Street Journal, US News and World Report, TD Ameritrade, and countless podcasts, traditional, and digital mediums.
Frederick is an innovative leader with a keen eye for unique solutions and vast knowledge in alternative wealth creation strategies. Frederick believes in giving back and has been President of the Phoenixville Regional Chamber of Commerce, Rotary, Kiwanis and Phoenixville Area Community Services. He has also been on the board of the LGBT Equality Alliance, the Phoenixville Senior Center, Cornerstone for Hope. He was an advisory board member for the West Chester University School of Business and The Andy Talley Bone Marrow Foundation.
Frederick is married to Elizabeth and has 11 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 retainer-based advisors and standard advisors, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!