About
Frederic began his career in the financial industry in 2008 as a financial advisor with Edward Jones, where he helped families with goals-based financial planning, portfolio construction, and ongoing portfolio management. Before joining Wealth Enhancement, he spent 10 years at Personal Capital, a company recognized as a disruptor in the financial services industry and later acquired by Empower. During his tenure, he held a variety of advisory and leadership roles.
Frederic works closely with clients to understand their priorities, evaluate their current financial picture, and develop personalized plans with clear, actionable recommendations. His genuine curiosity, passion, and deep understanding of goals-based financial planning and investment solutions give clients the confidence to make important financial decisions.
Frederic lives in Boulder, Colorado, with his fiancée, Lindsey; his daughter, Olivia; and their red Labrador, Luna. Outside of work, he enjoys playing piano and guitar, skiing, and traveling to France, where he holds dual citizenship.
Education
- B.A., Arts and Sciences, University of Colorado Boulder
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation