Financial Strategies for Business Owners and Professionals

Colette R. Frey-Bitzas CERTIFIED FINANCIAL PLANNER (tm) professional, MBA and Richard C. Frey a Financial Strategist are Partners of Frey Wealth Management.  Each Partner brings 20 years of extensive experience in the financial services industry.  Colette holds the prestigious designation of CERTIFIED FINANCIAL PLANNER (tm) professional which requires a rigorous certification process of education, examination, experience and ethical requirements. She brings us her experience of working with a major bank's Trust and Estate clients as well as private clients and consulting for a Hedge Fund.  She believes strongly in education and teaches to her colleagues in the industry.  Her experience can be read on her biography.  Her specialty and passion is working with Woman Business Owners and Professionals.

Richard C. Frey brings his extensive investment experience to our clients.  He has had a seat on the NYSE Stock Exchange and was CEO and Owner of a NYSE Floor Broker Dealer firm.  He has gained the respect and the business of both Institutional and Individual investment clients over the years.  He has been involved in various successful ventures as an owner and investment partner. His quantitative analysis background and experience have allowed our clients to benefit from his knowledge in developing investment strategies for their particular needs.  Reference Rich's biography for further details.

Certified Financial Board of Standards Inc. owns the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER (tm) and the CFP (with the flame logo) in the USA.