About Frederick

Frederick is a Managing Partner and Financial Advisor at Heritage Harbor Financial Associates, serving clients of various backgrounds and different life stages since 2007. He takes a hands on and holistic approach to financial planning for his clients, through comprehensive, creative and individualized strategies. Fred works closely with his clients to carefully guide them keeping their goals, timeline and risk tolerance front and center.

Fred graduated Cum Laude from Marist College in Poughkeepsie, NY with a Bachelor of Science in International Business and Economics. He graduated from the London School of Economics in 2006 and attained his LUTCF designation in 2011. In 2016, Fred graduated from the American College with a Master of Science in Financial Services. Fred earned the Accredited Investment Fiduciary® (AIF®) Designation in 2021. Attainment of the AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He is an Investment Adviser Representative and a Special Needs Planner.

Fred is committed to working with individuals who want to plan and invest long term. He strives to educate, engage and inspire as many people as possible to take control of their finances. This goal has transformed into his passion.

Fred is married to his wife Breanna and currently resides in East Moriches, NY with his three children and their dog Ranger. He is a member of the Moriches Chamber of Commerce, where he volunteers his time throughout the year to help with street fairs, festivals and other community centered events. When he is not serving his clients, he enjoys spending time with his family, traveling, cooking and staying active through CrossFit.