Freddie Rappina
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Freddie Rappina

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Freddie Rappina spent years building extensive experience and qualifications, including becoming a Chartered Financial Consultant™ Accredited Investment Fiduciary™, Retirement Income Planning Specialist™ and Chartered Life Underwriter™. He also amassed a comprehensive set of certifications, including Series 7, Series 63, Series 65, Series 22, and Series 6 registrations. This education and experience have given him the skills to conduct thorough assessments of his clients' financial situations and craft tailored recommendations to optimize their wealth management strategies. He realized early on that there are two types of financial players—"Checkers players” and “Chess players”. Each had different strategies, risk tolerances, and moves that helped them reach their financial goals. A Chess player himself, he uses the experience and expertise in both financial services and his own wealth building journey to help his clients make more strategic financial moves.
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