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Our Company


Fred Wollman, CFP®, MPAS®, AIF®

Fred Wollman earned his Certified Financial Planner “CFP®” credential in 1984, Master Planner Advanced Studies “MPAS®” designation in 2015 and the Accredited Investment Fiduciary designation “AIF®” in 2018. He holds securities registrations 7, 63, and 24. He is registered in California, Arizona, South Dakota, Colorado, Minnesota, Texas, Virginia, Washington, Oregon, Florida, Tennessee and Pennsylvania in addition to holding a California life and disability insurance license. From 1987 through 1990, Fred taught the CFP classes to aspiring financial professionals at San Diego State University.

He is on the board of the Valley Center Trails Association and the ECOLife Conservation.

Fred and his wife of thirty-six years, Kathy, live in Valley Center, CA with two cats, a dog, and two horses. Fred spends his down time relaxing with yoga, tai chi, riding horses and when he can get really away, backpacking the Anza Borrego Desert, Mt. San Jacinto or the California Sierra Nevada Mountains with Kathy and the kids.



We are a comprehensive Financial Planning Firm. That means different things to different people. To us, it means assisting you to manage your financial affairs as if they were our own. We never ask you to do anything financially we are not doing for ourselves. Our services include “Financial Planning” (the big picture), Investment Advisory Services, Qualified Plans, Estate Planning (with your attorney’s assistance),and Business Owner Exit Planning (with a team consisting of your CPA, attorney, your spouse, and others that would be affected and involved).

Our success is based upon a commitment to our clients. We recognize the trust clients place upon us as fiduciaries and strive to deliver solid counsel at times of critical decision making and emotional financial turmoil

Whether you are an existing client, or if you were introduced to the site by an existing client, your CPA, attorney, or maybe just “googled” us, welcome. We have tried to include tools and links for your own research and financial calculators as well as a library of articles and past issues of my newsletter. If you have questions, would like to schedule an appointment or merely cannot find what you are looking for, call us. Sometimes talking is actually faster and more fun than email.