Fred Wollman
Fred Wollman is a CFP® professional, or Certified Financial Planner™, with Wollman Wealth Designs. He holds a Master Planner Advanced Studies (MPAS®) designation as well as the Accredited Investment Fiduciary designation “AIF®." Fred holds securities registrations 7, 63, and 24.
He is registered to practice in fourteen states, in addition to holding a California life and disability insurance license. From 1987 through 1990, Fred taught CFP® classes to aspiring financial professionals at San Diego State University.
Fred serves as president of the Valley Center Trails Association, trustee of ECOLIFE Conservation, and is a member of 1% for the Planet. He and his wife of thirty-six years, Kathy, live in Valley Center, California, with a cat, a dog, and two horses. Fred spends his down time relaxing by doing yoga, tai chi, riding horses, and backpacking with Kathy, their kids, and their grandkids.
Praise for Rewrite Your Financial Narrative
"In Rewrite Your Financial Narrative, Fred Wollman uses insights gained through a lifetime of education and personal experience to clearly explain, in client-friendly terms, his approach to financial health and wellbeing. He has made the complicated, confusing, and often contradictory world of personal financial planning easy to understand, implement, and maintain. It is a must read for clients to gently coach them on how to think about their personal finances and future."
Larry Divers, CISP®, CRA®, CRC®, CRSP™, AIFA®, AIFM™
Executive Vice President, Cannon Financial Institute
“Fred Wollman’s down-to-earth advice and focus on each client’s personal situation makes clear through anecdotes and easy-to-understand illustrations how each of us can benefit in setting our GPS to reach our goals. This book will benefit both clients and advisors who take the time to read it and follow the common-sense advice Fred imparts from his long experience as a financial advisor.”
Terry Prendergast, JD
Frequent lecturer on South Dakota dynasty, directed, community property, and asset protection trusts
“Fred’s book is refreshing in its transparency and personal approach. Instead of telling the audience what to do and how to make the perfect decision, he empathizes with them regarding the financial challenges we all face because we have all been there.”
Edward J. Bosch, Jr., LUTCF, AIF®
Accredited Investment Fiduciary Designee®
“Finally, something written in English for people who are really not interested in financial topics but know they should know more.”
Brooke Kelley
Business coach and author, Kelley Group International
“His concept of a financial GPS to calculate and then recalculate and then recalculate the best route through the maze of financial options is presented in a fresh, even humorous manner and is an easy read.”
Linda Schwader
Speaker, author, and business coach
