Fred has served clients with insurance and financial needs throughout numerous states for many years. He meets with people on a regular basis to strive to make sure their financial needs and objectives are on track. Fred focuses on asset management, retirement planning, and federal employee benefits. He holds Series 7, 24, 63, and 65 securities licenses through LPL Financial. Fred and his wife reside in LaQuinta, CA and has an office in Riverside, CA.