Kit Frederick, Cfp®, Cpwa®, Bfa™, Cff Email & Phone Number

Kit believes that everyone can benefit from the right type of planning. Prior to joining Corbett Road, Kit worked for two financial services firms where he delivered comprehensive planning and services to individuals and families. He received a Bachelor of Science in Finance from Virginia Tech and is a member of the Virginia Tech Alumni Association. Kit is a Certified Financial Planner™, Certified Financial Fiduciary®, and holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses.Corbett Road has provided customized Wealth and Investment Management solutions to clients since 2002. As a client of ours, you prioritize both the growth and preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.Wealth ManagementThere is a significant difference between “having enough” and living a life that’s aligned with your values, beliefs, and goals. We believe an individual or family’s true wealth is best measured by their fulfillment/abundance across four essential domains: ethos, economic, experience, and empowerment. smartlife™ aides you in achieving the balance among the “Four E’s” that is optimal to living your version of an extraordinary life.Investment ManagementCorbett Road offers both asset allocation and tactical investment solutions to clients. By combining traditional asset allocation with multi-factor tactical strategies, we are not only able to lock in on a risk target that is specific to you, but have elements of the portfolio that enable you to be more proactive, reactive, and adaptive to changing market conditions and significant recessionary pressure when it presents itself.

Listed skills include Microsoft Excel, Microsoft Office, Project Planning, Analysis, and 29 others.

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  Virginia Polytechnic Institute And State University

  Applied Economic Management, Cfp Option