THE UNEXAMINED LIFE IS NOT WORTH LIVING— Socrates
THE UNEXAMINED LIFE IS NOT WORTH LIVING
Fred Wollman began is financial planning career in 1980. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) credential in 1984, Master Planner Advanced Studies (MPAS®) designation in 2015 and the Accredited Investment Fiduciary designation (AIF®) in 2018. He currently holds securities registrations 7, 63, and 24. With an ongoing dedication to continuing financial education, Fred taught the CFP® classes to aspiring financial professionals at San Diego State University from 1987 to 1990.
In 2018, Fred published a book, “Rewrite Your Financial Narrative,” about setting financial priorities and aligning the financial story you keep telling yourself with your financial reality.
When he’s not in the office, Fred believes in giving back to his community. He serves on the board of the Valley Center Trails Association and ECOLife Conservation and volunteers time for Kiwanis projects and the Forest Fire Lookout Association.
Fred and his wife of thirty-nine years, Kathy, live in Valley Center, CA with a cat, a dog and two horses. Fred spends his down time relaxing with yoga, tai chi and riding horses. When he can really get away, Fred enjoys backpacking with Kathy, the kids and grandkids.
After joining the firm in 2014, JC initially worked in a client relationship and back-office capacity. After completing her CFP ® and passing her securities and insurance exams, she became a partner in 2021. Now she works more closely with Fred doing investment research, portfolio design and reviews as well as financial planning.
Outside of work, JC and her husband Adam enjoy cooking, working out, listening to a wide variety of music and walking their dog. She is a graduate of UC Davis.
*Investment advisor representative and registered representative of Voya Financial Advisors, Inc. (member SIPC).
*Does not offer securities at Voya Financial Advisors.
Sharon has worked alongside our founder, Fred, for the past 15+ years. In this role, she offers assistance in managing Fred’s personal and the business’s cash flow and handles the accounting and payroll needs of the team.
Prior to working with Fred, Sharon served in a similar role for the owner of Hansen Real Estate in Escondido. She is a graduate of Texas Woman's University.