Fred M. Wachtel

Financial Advisor

Phone: (661) 255-9555 x102
Fax: (661) 270-2665
Email: fred@prosperitasfin.com

Fred Wachtel Financial AdvisorExperience

When Fred was a young he used to go to work with his father who was a stock broker on Wall Street.  He always knew it was something he wanted to do but life took him through a few turns before he got here.  Born and raised in Mt. Kisco, NY Fred has always loved politics and wanted to learn more, so he went to and graduated from the University at Albany in Albany New York with a political science degree.  After graduation Fred realized that although he loves politics, he did not want to sell his soul, so he decided to start his own business with a friend of his fathers in the flooring industry.  He later moved from NY to UT where he met his wife Denise while they both worked at Enterprise Rent a Car.  They moved to CA in 1997 where Fred ran a boutique car rental company in Los Angeles.  Fred watched the markets daily and in 2005 an opportunity came up that he could not refuse, and he became a financial advisor with Morgan Stanley.  Fred later moved to Wells Fargo Advisors and it was there that he realized that these large financial services firms did not care about the client.  Soon after Fred found a firm that allowed him to do what is best for the client and he jumped at the chance to join Prosperitas Financial.  It was the right move.  Fred believes in learning about his clients hopes and dreams and comes up with realistic customized solutions to help them achieve those goals.  Fred believes that everyone who is looking for financial advice, regardless of how much money they have, should be able to sit down and have a serious conversation about how to achieve their goals.  Whether you are planning for retirement, education for your kids, saving for a large purchase, life insurance, etc. Fred will be able to come up with a plan.

Licenses

  • Securities: – SIE, Series 7, 31, 66
  • Approved Securities States: AZ, CA, IA, NV, NY, NC, OR, TX, WA
  • Insurance: Life Insurance, Accident & Health, Variable Contracts

Personal

Fred is was married on July 24th, 2003 to his beautiful wife, Denise.  Together they have a daughter named Hannah who is truly the love of their lives.  Hannah loves school, singing, gymnastics, and is on the Paseo swim team.  Her favorite stroke is breast even though she excels at all of them.  When Fred is not at work you can find him at different local political meetings and events, at the Paseo Club working out at the gym, or enjoying a beer pool side.  Fred loves to play poker, is a huge NY Giants fan, loves fantasy football, finding dirt roads to take his truck, classic muscle cars, watching Hannah swim, and most of all doing anything with his wife and daughter.

Meet With Fred