Fredric R. Bocceri*, CLU, ChFC, AEP

Fred is a seasoned insurance and estate planning advisor with more than 45 years of industry experience, bringing deep expertise in helping individuals and families protect, preserve, and transfer wealth with confidence. Throughout his career, Fred has specialized in advanced insurance-based planning strategies designed to address estate taxes, legacy goals, business succession, and long-term financial security.

Known for his steady guidance and thoughtful approach, Fred works closely with clients to design customized insurance solutions that align with their broader estate plans and family objectives. His longstanding commitment to precision, trust, and long-term client relationships has earned him a reputation as a trusted resource for complex planning needs.

Fred’s career reflects a legacy of service, integrity, and technical mastery. His depth of experience and unwavering focus on client outcomes continue to make him an invaluable advisor to those seeking clarity and confidence in their estate and legacy planning.

CA Insurance License: 0503466