The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon


T: 503.292.5853

3395 SW Garden View Ave
Portland, OR 97225

Fred came to The H Group, Inc. in June 2004. Fred is a CERTIFIED FINANCIAL PLANNER®, a member of the Financial Planning Association (FPA), and over the last seven years he has been an educator and judge for Oregon State University’s Lifetime Financial Planning Contest. In addition, Fred was an adjunct professor in 2016 within the Financial Planning MBA program for Oregon State University. Lastly, Fred has contributed to articles with Kiplinger Magazine (September 2008) and Wealth Magazine (Summer 2010). Fred is a graduate of Oregon State University with a degree in Business Administration; Fred has over 15 years of business experience in a variety of roles with several national firms. Fred specializes in retirement financial needs analysis, investment management, risk management and general financial planning for individuals and small business.

To effectively meet our clients’ needs, we know how important it is to listen and learn about our clients’ individual personal situations. “Financial planning is not all about numbers; it is about getting to know our client’s history, hopes, desires, and goals. By building a bond of trust, we assist our clients on a multitude of key financial and personal decisions. We appreciate the trust and confidence that our clients have in our abilities to guide them through many of life’s situations.“

Fred and his wife have shared 27 years of marriage together, and they are very proud of their two children. He is active in athletics; performing, coaching, and as a cheerleader to his wife and kids.