Brian Frederick Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Mainspring Wealth Advisors, LLC.
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Brian Frederick Location
- Bellevue, WA, US
Brian Frederick Work
- 2014 -now CERTIFIED FINANCIAL PLANNER™ @
- 2014 -now CERTIFIED FINANCIAL PLANNER™ @
Brian Frederick Education
- Yale University
Certificate
2017-2017 - Kansas State University
Certificate
2003-2004 - University of Puget Sound
BA
1987-1991
Brian Frederick Skills
- Wealth Management
- Portfolio Management
- Strategy
- Investments
- Risk Management
- Asset Management
- Business Development
- Accounting
- Retirement
- Investment Advisory
- Financial Analysis
- Asset Allocation
- Insurance
- Strategic Planning
- Retirement Planning
- Securities
- Financial Planning
- Certified Financial Planner
- Personal Financial Planning
Brian Frederick Summary
- Brian Frederick, based in Bellevue, WA, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Mainspring Wealth Advisors. Brian Frederick brings experience from previous roles at Mainspring Wealth Advisors. Brian Frederick holds a 2017 - 2017 Certificate @ Yale University. With a robust skill set that includes Wealth Management, Portfolio Management, Strategy, Investments, Risk Management and more. Brian Frederick has 2 emails and 3 mobile phone numbers on RocketReach.
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