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Fred V. Clare, MBA*

Fred V. Clare, MBA*

Financial Professional

As a Financial Professional, Fred’s goal is help achieve maximum benefits in the areas of wealth accumulation, tax savings, and improved protection management to help achieve your full financial potential. Fred strongly believes that to provide quality financial advice requires a comprehensive approach. Wealth management must include tax planning, risk assessment, core plan objectives and time horizons. 

Fred’s client-centered, comprehensive planning approach helps his clients clearly define their core financial goals as well as an efficient road map on how to reach them.  His hands on management helps ensure the plan stays on course and reaches its ultimate destination.

Fred married his amazing wife Meili in 2002. Together they enjoy spending time with their four children Hunter, Kenli, Drexton and Tayli. In his free time, Fred enjoys playing sports and spending time outdoors.

Education:

  • Arizona State University, B.S. Business Administration
  • Benedictine University, Master of Business Administration

Licenses

  • Life, Health, Disability, Property & Casualty
  • Series 6, 63