Fred Wollman

Certified Financial Planner, Wollman Wealth Designs

Fred Wollman is a CFP® professional, or Certified Financial Planner™, with Wollman Wealth Designs. He holds a Master Planner Advanced Studies (MPAS®) designation as well as securities registrations 7, 63, and 24.

About

He is registered to practice in twelve states, in addition to holding a California life and disability insurance license. From 1987 through 1990, Fred taught CFP® classes to aspiring financial professionals at San Diego State University.

Fred serves as president of the Valley Center Trails Association, trustee of ECOLIFE Conservation, and is a member of 1% for the Planet. He and his wife of thirty-six years, Kathy, live in Valley Center, California, with a cat, a dog, and two horses. Fred spends his down time relaxing by doing yoga, tai chi, riding horses, and backpacking with Kathy, their kids, and their grandkids.

Published Book

Rewrite Your Financial Narrative

Eliminate Retirement Guesswork by Managing Risk, Minimizing Income Tax, and Building a More Predictable Income Stream

When we make decisions about money, our heart tends to get in the way of our brain and emotion trumps logic, often resulting in less-than-practical results. But this doesn’t mean we should entirely discount our emotions when we make decisions about money. The truth of the matter is that regret…

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