AeroLeads people directory · profile
Brian Fricke, Cfp® Email & Phone Number
Senior Vice President, Financial Advisor
at
Wealth Enhancement Group
1 work email found
@wealthenhancement.com
4 phones found area 407
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Financial Advisor
Location
Greater Orlando, United States, United States
Who is Brian Fricke, Cfp®? Overview
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Quick answer
Brian Fricke, Cfp® is listed as Senior Vice President, Financial Advisor at Wealth Enhancement Group, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at wealthenhancement.com, phone signal with area code 407, and a matched LinkedIn profile for Brian Fricke, Cfp®.
Brian Fricke, Cfp® previously worked as Founder & CEO at Financial Management Concepts. Brian Fricke, Cfp® holds Cfp®, Financial Planning from College For Financial Planning.
Company email context
Email format at Wealth Enhancement Group
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*@wealthenhancement.com
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AeroLeads found 1 current-domain work email signal for Brian Fricke, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Brian Fricke, Cfp®
For over 31 years I’ve been helping private clients close to retirement, or already retired, develop financial plans that address their top fear — running out of money. Especially employees and retirees from Lockheed Martin. I’m the author of two books and currently serve on the Board of Trustees of the LCMS Foundation and the New Smyrna Beach Fire Pension Board. Retirement can be a very emotional and stressful time. Our process has helped guide our clients on when they can retire, how much they can spend, give and leave behind. Pursuing a flexible retirement — doing what they want, when they want. I founded Financial Management Concepts in 1991 with a small group of private clients, with a focus on retirement planning, income distribution strategies and reducing lifetime tax strategies. We also help clients navigate the financial complexities surrounding the care of aging parents. In April of 2022 we joined forces with Wealth Enhancement Group in order to operate more efficiently and serve clients more effectively.When I'm not working, I enjoy surfing, paddleboarding and traveling with my wife, Annette. I've been married for 36+ years and am the proud father of two grown sons.
Listed skills include Wealth Management, Retirement Planning, Retirement, Strategic Financial Planning, and 27 others.
Current workplace
Brian Fricke, Cfp®'s current company
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3 roles
Brian Fricke, Cfp® work experience
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Senior Vice President, Financial Advisor
CurrentFor over 31 years I’ve been helping private clients close to retirement, or already retired, develop financial plans that address their top fear — running out of money. I’m also the author of two books and currently serve on the Board of Trustees of the LCMS Foundation and the New Smyrna Beach Fire Pension Board. I founded Financial Management Concepts in.
Mar 2022 - Present
Founder & Ceo
I'm the President and founder of Financial Management Concepts, a Fee Only® retirement planning and investment management firm. I have over 30 years of experience in retirement planning and investment management. I'm the author of two books, “Worry Free Retirement” and a book specifically for Lockheed Martin employees titled “Safe Landings – How Lockheed.
Mar 1991 - Mar 2021
1 education record
Brian Fricke, Cfp® education
-
College For Financial Planning
FAQ
Frequently asked questions about Brian Fricke, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Fricke, Cfp® work for?
Brian Fricke, Cfp® works for Wealth Enhancement Group.
What is Brian Fricke, Cfp®'s role at Wealth Enhancement Group?
Brian Fricke, Cfp® is listed as Senior Vice President, Financial Advisor at Wealth Enhancement Group.
What is Brian Fricke, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Brian Fricke, Cfp® at Wealth Enhancement Group.
What is Brian Fricke, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 407 for Brian Fricke, Cfp® at Wealth Enhancement Group.
Where is Brian Fricke, Cfp® based?
Brian Fricke, Cfp® is based in Greater Orlando, United States, United States while working with Wealth Enhancement Group.
What companies has Brian Fricke, Cfp® worked for?
Brian Fricke, Cfp® has worked for Wealth Enhancement Group and Financial Management Concepts.
How can I contact Brian Fricke, Cfp®?
You can use AeroLeads to view verified contact signals for Brian Fricke, Cfp® at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Brian Fricke, Cfp® attend?
Brian Fricke, Cfp® holds Cfp®, Financial Planning from College For Financial Planning.
What skills is Brian Fricke, Cfp® known for?
Brian Fricke, Cfp® is listed with skills including Wealth Management, Retirement Planning, Retirement, Strategic Financial Planning, Wealth, Finance, Financial Advisory, and Financial Planning.
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