Frederick Sernatinger

CRPS
CRPC

Financial Advisor

Frederick joined our team in 2019 after making a switch from his previous career in Civil Engineering. His background in complex problem solving, and desire to build lasting relationships, are a great addition to our team as we seek to best serve our clients. He is responsible for serving individuals and families with comprehensive wealth management as well as leading our employee education for Qualified Plans. Outside of work Frederick enjoys spending time with friends, being in the outdoors, surfing, white water kayaking, golfing, playing pickleball, as well as playing the guitar and piano.

Contact

Overview

Education
Bachelor of Science from the School of Civil Engineering in Oregon State University

Industry Designations
CRPS® – Chartered Retirement Plans Specialist
CRPC® – Chartered Retirement Planning Counselor

Registrations
Series 7
Series 66

Community Involvement
University Fellowship Church
Agape Families

^{CA Insurance License #: 4256307. Resident state: OR}