Frederic W. Amberg
Senior Vice President
After moving to Arizona in 1998, Fred began his career in financial consulting with Valic working exclusively with corporate and non-profit retirement plans. Thirteen years later, after stops with McDonald Financial Group and Smith Barney, Fred and his business partners decided that the best way to serve their clients was by joining Retirement Benefits Groups. Their main focus is working with private businesses, building retirement plans that best benefit both owners and their employees. Currently they manage over 35 plans all over the country. Fred has spent considerable time working with clients on employee education and estimates that he has conducted over 15 thousand one-on-one meetings.
Interest
Fred moved move back to Arizona in 1998 and lives there currently with his two daughters and Labrador Retriever. When Fred is not in the office or traveling to meet with clients, he spends as much time outdoors as he can snow skiing, kite boarding or building sandcastles on the beach with his family. Fred is an avid tennis player and plays on a USTA mixed double team.
Education
- Fred graduated from the University of Arizona with a BS degree in Business. After receiving his Masters degree in Sports Marketing from Ohio University,
- he worked for several years at the Louisiana State University Athletic Department, serving as its Director of Promotions for over 22 men and womens sports.
FINRA BrokerCheck
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
