In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.

In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. They have often remarked that if anything happens to them, or if they need anything, Fred is the first person they or their spouse will call!

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron. He also recently earned the designation of CERTIFIED WEALTH STRATEGIST® from the Cannon Financial Institute.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family and associates.

Fred currently sits on (and is past Chair of) The University of Akron, College of Business, Department of Finance, Advisory Board. Also, following his passion, he is now the co-President of the Hudson High School Music Association. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and the Hudson High School “Swing” Marching Band (Loud is Good)!

FIND AN ADVISOR

SEARCH BY ADVISOR NAME

SEARCH BY LOCATION

OR

Hunter Cole

Jeff Daniels

Frederick Cook

Greg David

Richard Cooney

Dylan DeWitt

Lauren Coverdale

Rachel Dennenberg

Susan Coy-Kamph

Natalie DiNunzio