Fred Schwartz Email & Phone Number

Fred Schwartz is a man of character whose mission as a financial advisor is to enhance the lives of others. Through his company, The Society of Financial Awareness (SOFA), Fred works with numerous non-profit organizations including Cystic Fibrosis, MS-150, Personal Affordable Living Inc, Make a Wish, and the Special Olympics. His expertise has allowed these organizations to achieve financial peace and inch closer towards their dreams. Without Fred’s ability to adapt and cater to the diverse and challenging needs of these organizations, these companies would lack the chance to succeed and thrive. The Society of Financial Awareness (SOFA) is a non-profit corporation, comprised of various financial professionals (CPA’s, Estate Planning Attorneys, Financial Advisors, Insurance Professionals, Realtors, Health and Wellness Experts, Mortgage Brokers, and other specialized persons) who provide financial and health education to various companies, family businesses and organizations. All education programs are available at no charge to corporations, family businesses and community groups for the advancement of financial and health education.SPECIALTIES:AdvocacyAnnual GivingNon-Profit Marketing ExpertResource ManagementStrategic FundraisingVolunteer RecruitmentCommunity OutreachExecutive LeadershipPlanned GivingProposal WritingRelationship ManagementFoundation ManagementCost ControlCause Related MarketingStrategic FundraisingSpecial Events Expert