About Fred
I'm a Senior Principal based in our Boca Raton office, serving private clients throughout Florida. For over 30 years I've helped families navigate the complexities of wealth with clarity and confidence. My clients are successful business owners, senior corporate executives, retirees, philanthropists...
Areas of focus
Credentials & background
Designations
CFPCEPA
Licenses
Series 65Series 66Series 63Series 24Series 7TOSIESeries 7Series 3
Education
MBA, Finance and International Business NYU Stern School of Business (1989); B.A in Political Science Colgate University (1983)
Clients served
Business OwnersCorporate ExecutivesEntrepreneursLGBTQ+RetireesUltra High Net Worth Individuals
Registered in
Florida
Regulatory
The firm
Cerity Partners LLC