Fred Jin

CFP at Compak Asset Management in Newport Beach, CA

About

Experienced Financial Planner that provides guidance and planning for small business owners, individuals and their families. Consulting in the areas of designing a comprehensive financial plan; assisting in transitional planning during career changes,extensive work in retirement and legacy planning. My approach is one that matches the goals and unique aspects of each individual's financial and personal lives. Designing a plan that is both achievable and palatable to their lifestyle. I believe there is no sense in designing a plan that is financially feasible, yet completely unexecutible due to the emotion fit of the plan, they must go hand-in-hand to be successful.

Address
1801 Dove Street in Newport Beach, CA 92660
Info
Year started: 2007

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Specialties

  • Annuities
  • Life
  • Long-term care

Credentials

Licenses

California Insurance
License # ob82751
Series 7
License # CRD#2399272

Associations

Financial Planning Association (FPA)

Certifications

Certified Financial Planner

Exams

Series 7

Background

Experience

Vice President, Financial Planner

Education

California State University - Fullerton