David Frings work email
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David Frings personal email
David Frings is a Wealth Advisor at OneDigital.
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Wealth AdvisorOnedigitalEl Dorado Hills, Ca, Us
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Investment Advisor - Retirement And WealthOnedigital Jul 2024 - Present
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Vice President, Financial ConsultantFidelity Investments Jan 2022 - Jan 2024Roseville, California, United States-Cultivated a substantial client portfolio, managing assets totaling over $517 million with $263 million in managed portfolios.-Achieved the leading client satisfaction rating within the region, reflected in a 94.3% Net Promoter Score (NPS).-Conducted comprehensive client-centered meetings encompassing discovery, retirement planning, market education/updates, asset allocation, and income planning.-Delivered year-over-year growth in key business areas such as asset inflows, managed solutions, income strategies, and alternative investments through personalized client service and a commitment to clients' best interests. -
Financial ConsultantFidelity Investments Apr 2018 - Jan 2022Roseville, Ca-Ranked #2 in Managed Account Solutions in the Western Region.-Recognized with the Excellence in Action Award on three occasions for outstanding performance in the Northern California/Reno market.-Enhanced client satisfaction and asset growth through the delivery of educational seminars, and effectively utilized technology to facilitate remote client engagements.
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Investment ConsultantFidelity Investments Jun 2017 - Apr 2018Folsom, Ca-Attained the top ran in Managed Account and Insurance Solutions within the Complex.-Partnered with senior financial professionals to target and service high-net-worth client portfolios, enhancing client acquisition and retention strategies.
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Financial AdvisorMerrill Lynch Oct 2012 - May 2017Folsom, California, United States-Developed a robust client base through strategic relationship development, targeted networking initiatives, and effective referral generation.-Tailored investment solutions to meet individual client goals, ensuring alignment with financial resources, risk tolerance, and time frame considerations.-Appointed as Branch Financial Advisor, recognizing proficiency in client service and financial advisory acumen.
David Frings Education Details
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Business Administration: Finance Concentration/Minor In Economics
Frequently Asked Questions about David Frings
What company does David Frings work for?
David Frings works for Onedigital
What is David Frings's role at the current company?
David Frings's current role is Wealth Advisor.
What is David Frings's email address?
David Frings's email address is da****@****ual.com
What schools did David Frings attend?
David Frings attended University Of The Pacific.
Who are David Frings's colleagues?
David Frings's colleagues are Whitney Timmons, Blade Zych, Cpfa, Arpc, Lisa Solomon, Samantha Triolo, Paul Barbour Jr., Phillip Beeslaar, Shanda Dover.
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