Pensionmark Financial Group
Fred has worked in the Financial Services industry since 1997. He is currently a Retirement Plan Consultant and CERTIFIED FINANCIAL PLANNER™ at Pensionmark Financial Group, LLC, a Registered Investment Adviser, serving both For and Non-Profit corporations throughout the US.
Fred has helped many plan sponsors with their Fiduciary Responsibility, Plan Governance, Improving Plan Features, and Enhancing Participant Outcomes. Fred is a Fiduciary on all his corporate accounts, thereby acting in the best interest of his clients. He is currently working with key Financial Partners to help employees create a budget, save into an emergency fund, consolidate high-interest rate debt, and successfully plan for retirement and other goals. He strongly believes in a ‘No Employee Left Behind’ approach.