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Brian Fricke

CFP®, FPA
Financial Management Concepts
Winter Springs, Fl
Private Wealth Management for Your Vision of an Incredible Retirement®

Meet Brian

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Introduction - Brian Fricke
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Investment Philosophy - Brian Fricke
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Planning Philosophy - Brian Fricke
Video Transcripts

If you want to experience an Incredible Retirement®, doing what you want, when you want - you’ve come to the right place!

Author, Speaker, Investment Manager, Wealth Manager, and Fee Only Certified Financial Planner Brian Fricke travels the world surfing with his sons, proving that anyone can experience their own version of an Incredible Retirement®! Since 1987 he’s been inspiring a select community of private clients to experience an Incredible…

If you want to experience an Incredible Retirement®, doing what you want, when you want - you’ve come to the right place!

Author, Speaker, Investment Manager, Wealth Manager, and Fee Only Certified Financial Planner Brian Fricke travels the world surfing with his sons, proving that anyone can experience their own version of an Incredible Retirement®! Since 1987 he’s been inspiring a select community of private clients to experience an Incredible Retirement®.

At the age of 16, Brian became “man of the house” when his father died unexpectedly. He joined the family real estate business at 18. His path to becoming a Fee-Only® financial planner became clear when others sought him out for financial advice after they discovered he had purchased 15 rental properties by the age of 23.

Brian serves on the Board of Trustees for the City of Winter Springs pension fund and has been recognized as a top financial planner by Orlando Business Journal and Financial Advisor Magazine. He’s the Author of the best-selling book, Worry Free Retirement – Do what you want, when you want, where you want.

Brian has been quoted in The Wall Street Journal, Orlando Business Journal, Orlando Sentinel, Fox Business, CNBC.com, The Street.com, Wealth Manager, Smart Money and Investment News.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Real estate and mortgage advisory
Estate planning

Experience with

Business executives
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

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