Fred Cornelius (CFA®, CFP®)

Fred Cornelius focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

The firm works closely with clients to help them achieve their financial goals through financial planning (e.g., a secure retirement, estate planning, education planning, inter-generational transfers, etc.) and managing their investment portfolios.

www.BurtWealthAdvisors.com

Additional Information

Frederick J. Cornelius, CFA, CFP ®
President, CEO and Member of Burt Wealth Advisors Investment Policy Committee

Mr. Cornelius joined Burt Wealth Advisors (BWA) in February of 1992. He graduated from Old Dominion University in 1986 with a bachelor's degree in Finance. In 1989, Mr. Cornelius earned his Certified Financial Planner (CFP® ) designation from the College of Financial Planning. In 1999, he became a Chartered Financial Analyst (CFA) Charterholder. These two designations uniquely qualified Mr. Cornelius to address both financial planning as well as highly technical investment management issues. Currently, only a small number of professionals possess both the CFP® and CFA designation.

Mr. Cornelius is a NAPFA Registered Investment Advisor and a former Treasurer and member of the Northeast/Mid-Atlantic NAPFA Board of Directors.  He is currently a member of the Financial Planning Association (FPA) and has served in a leadership capacity of the Suburban Maryland Chapter of the Institute of Certified Financial Planning, which later became the FPA.  Mr. Cornelius has also served as a board member for the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. In addition, he is a member of the CFA Institute and Washington Society of Investment Analysts.

Mr. Cornelius has been recognized numerous times by Worth Magazine as one of the Nation’s Most Exclusive Wealth Advisors, Washingtonian magazine as a top financial professional and Medical Economics as one of the 150 Best Advisors for Doctors. Kiplinger Personal Finance Magazine listed Fred among the Who’s Who of CFP’s in Maryland.  In addition, Burt Wealth Advisors was selected as a “Best Practice” in a Financial Planning Association (FPA) study of advisory firms.  This honor went to less than 10% of the firms participating in the study.  The success of BWA is

NAPFA Start Date

November 25, 2002

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This Office

6116 Executive Blvd Ste 500 North Bethesda, MD 20852-3874 Phone: (301) 770-9880 Ext: 13 Fax: (301) 770-9885