Rich E. Freitag,  CFP<sup>&reg;</sup> - Financial Advisor

Rich E. Freitag, CFP®

Sr. Investment Advisor

Freitag Financial Group, LLC

13850 Ballantyne Corp Place, Suite 500
Charlotte, NC 28277
FINANCIAL ADVISOR'S WEBSITE
(704) 887-4934 CONNECT WITH Rich
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General

Rich Freitag is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Freitag Financial Group, LLC in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth

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