Brian Frederick Email and Phone Number
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Brian Frederick personal email
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The advisors at my practice work with a variety of individuals, families, and businesses to help them address their financial concerns and goals by creating and implementing a comprehensive and holistic financial plan.By taking cues from the economy and looking for risks and opportunities, I actively manage my clients portfolios to help accomplish their goals.I am proud to be a CERTIFIED FINANCIAL PLANNER™ professional, CFP®.Specialties: A comprehensive financial plan looks at the areas of budgeting and cash management, risk management, investments, tax strategies*, retirement analysis, and estate planning. I find that most clients focus on retirement accumulation and income planning, but under estimate the importance of planning for the unexpected and fulfilling their responsibilities to their families and loved ones.For important disclosure information, please see Social Media Disclosure link in the contact info section.*Raymond James does not provide any tax services or tax advice.Mainspring Wealth Advisors is not a registered broker/dealer and isindependent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investmentadvisory services offered through Raymond James Financial Services Advisors, Inc. Securitiesoffered through Raymond James Financial Services, Inc., Member FINRA/SIPCMainspring Wealth Advisors, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering personalized investment advice for compensation, will not made without registration or exemption.
Mainspring Wealth Advisors
View- Website:
- mainspringwa.com
- Employees:
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Certified Financial Planner™Mainspring Wealth Advisors Jul 2014 - Present112 Sw 157Th Street, Burien, Wa 98166How do you play the role of a mainspring in our clients’ lives?I play the role of advocate in the lives of my clients and their families by helping them articulate and express their financial and personal goals. By crafting an individualized financial plan, we help them pursue those goals. By having a plan, we can help them reduce the confusion we all have and be ready to act on opportunities that come knocking.What drives you?My family, and my father in particular, provided a great front-row view of what it was like to plan strategically, work for the future and see it all come together. Shortly before my dad died he said, “I think I have done pretty good, don’t you?” and the resounding answer was “yes!” Striving to provide that same confidence and independence for my clients is what drives me.How do you spend time outside of work?Coming home to my wife, Gretchen, and our two kids is always nice. We enjoy going on adventures that might be as simple as a nature walk on some of the local trails, checking out the latest movie, or a family vacation. We love traveling and go on an annual ski vacation, and have been lucky enough to visit Europe several times. When we are staying around home, I like dreaming about becoming a better golfer and being able to keep up with Jeremy, one of my partners at Mainspring.CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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Certified Financial Planner™Mainspring Wealth Advisors Jul 2014 - Present112 Sw 157Th St
Brian Frederick Skills
Brian Frederick Education Details
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Certificate
Frequently Asked Questions about Brian Frederick
What company does Brian Frederick work for?
Brian Frederick works for Mainspring Wealth Advisors
What is Brian Frederick's role at the current company?
Brian Frederick's current role is CERTIFIED FINANCIAL PLANNER™ at Mainspring Wealth Advisors.
What is Brian Frederick's email address?
Brian Frederick's email address is br****@****ast.net
What is Brian Frederick's direct phone number?
Brian Frederick's direct phone number is +142544*****
What schools did Brian Frederick attend?
Brian Frederick attended Yale University, Kansas State University, University Of Puget Sound.
What are some of Brian Frederick's interests?
Brian Frederick has interest in Golf, Tennis.
What skills is Brian Frederick known for?
Brian Frederick has skills like Investments, Portfolio Management, Retirement, Risk Management, Wealth Management, Financial Planning, Retirement Planning, Asset Management, Financial Analysis, Securities, Investment Advisory, Asset Allocation.
Who are Brian Frederick's colleagues?
Brian Frederick's colleagues are Megan Palmer, Kyle Spitzer, Vandana Nair, Shanel Konzelman, Trevor Marston, Melodi Piper, Thy Chu.
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