Fred is a Colorado native born and raised in Thornton, Colorado. Fred joined Personal Benefit Financial in 2023. He is a graduate of CU Boulder with a Bachelor of Science in Business Administration with an emphasis in personal finance and a minor in Spanish. He is bilingual and speaks Spanish.
He is a Certified Financial Planner (CFP®) that loves to help put together other’s financial puzzle. He received his CFP® designation in 2024. In addition to the CFP® designation, he also holds the following licenses:
- Series 7 (General Securities Representative)
- Series 63 (Uniform Securities Agent State Law Exam)
- Colorado licenses for Life, Long Term Care, Accident, and Health insurances.
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Fred enjoys playing or watching sports, especially football and soccer. He loves spending time outdoors and watching movies.