Fred King (CFP®)
Fred King focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
"The future is an unknown. At the same time, we all prepare differently for the future." Our clients look to us to provide them with a personal independent wealth plan that helps them achieve their goals.
To effectively meet our client's needs, we know how important it is to listen and learn about our client's individual personal situations. “Financial planning is not all about numbers; it is about getting to know our client’s history, hopes, desires, and goals. By building a bond of trust, we assist our clients on a multitude of key financial and personal decisions. We appreciate the trust and confidence that our clients have in our abilities to guide them through many of life’s situations.”
While competent in all areas of financial planning, Fred specializes in investment management, Social Security planning, retirement planning, and debt management for clients seeking to realize their dreams, enjoy a secure financial future, and leave a legacy for heirs and favorite charities.
Additional Information
Fred is a CERTIFIED FINANCIAL PLANNER®, a member of the Financial Planning Association (FPA), and an educator and judge for Oregon State University's Lifetime Financial Planning Contest (from 2006 to present).
As a graduate of Oregon State University with a degree in Business Administration, Fred has over 15 years of business experience concentrating on relationship development, client services, and financial needs planning.
Fred and his wife have shared 20+ years of marriage together and they are very proud of their two children. Fred is active in athletics (performing, coaching, and as a cheerleader to his wife and kids) and enjoys the opportunity to gather with surrounding family and friends.
NAPFA Start Date
June 20, 2023
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