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Fredric R. Bocceri*, CLU, ChFC, AEP

Fredric R. Bocceri*, CLU, ChFC, AEP

Financial Advisor

Fred, a seasoned financial advisor with over 45 years of industry experience, embodies a beacon of stability and wisdom. Throughout his illustrious career, Fred has cultivated a rich history of guiding clients through the intricacies of retirement planning, as well as offering experience in advanced insurance and estate planning strategies. His unwavering commitment to providing personalized strategies, building trust, and addressing client financial independence has established Fred as a respected figure in the financial advisory community.

Fred's enduring dedication to excellence sets him apart, creating a lasting legacy that speaks to his profound impact on the field. His wealth of knowledge and commitment to clients' financial well-being position him as a valued advisor, continuing to make meaningful contributions to the financial industry.

CA Insurance License: 0503466