Broker Check
 Freddie L. Brown, CFP®

Freddie L. Brown, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

EDUCATION, CERTIFICATION & LICENSING:

Yale School of Management, Wealth Management Theory & Practice
Pepperdine Graziadio School of Business, Certificate in Financial Planning
University of Utah, B.A., Human Development & Family Studies

Series 7 licensed: General Securities Registered Representative (Federal Stockbroker)*
Series 66 licensed: Combined Uniform State Law & Investment Advisor Representative*
Securities Industry Essentials (SIE) licensed
California Life & Health insurance licensed

EXPERIENCE:

Freddie has 10 years of experience in the wealth management industry.  As a CERTIFIED FINANCIAL PLANNER™ Professional, Freddie is committed to upholding the high standards of excellence in financial planning as outlined in the CFP Board’s Code of Ethics and Standards of Conduct, which include: his duty as a fiduciary, his duty of loyalty, and his duty of care; as well as the standards of integrity, competence, diligence and professionalism.  Freddie's CFP® designation, executive education and background as a former professional athlete in the National Football League provide him with unique perspective when advising his clients of varying circumstances and life stages.  He genuinely values the relationship building process with his clients and enjoys helping them achieve the goals they have for themselves and their families.

ASSOCIATIONS:

  • Financial Planning Association® Member
  • Investments & Wealth Institute® Member
  • National Football League Players Association (NFLPA) Member
  • University of Utah Athletics Hall of Fame Honoree, Class of 2023

PERSONAL:

Freddie was a full scholarship recipient at the University of Utah, and he was selected in the 2009 NFL Draft to compete professionally in the National Football League.  His late father, Fred Brown, played in the NBA & his cousin, Ray Brown, played in the NFL for 20 years, then coached in the NFL for 13 years.  Freddie and his wife, Anika (pronounced Ah-Nih-Kuh) were married in the summer of 2021 and currently reside in Orange County California.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

*Licenses are held with LPL Financial.