More about Fred
Fred started as a financial advisor with American Express Financial Advisors, now Ameriprise, in 1995. He left American Express in 1997 to start what is now Synergy Wealth Management. The reason he left was his commitment to offering his clients the most appropriate products and services, without the constraints of a large corporation dictating what should be offered.
As a supporter of the fiduciary standard, Fred has been quoted in various periodicals, most notably the Wall Street Journal.
Fred is also an Accredited Wealth Management Advisor designee. As an AWMA® designee, Fred has obtained advanced, yet practical knowledge about critical aspects of the financial services industry. Coursework for the designation includes asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors including small business, high net worth individuals, and deferred compensation plans.
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