Fred Recchio, CFP

1574 El Cerrito Dr
Thousand Oaks, CA 91362
Direct: (310) 617-7018

As a Wells Fargo Advisors Wealth Insurance Specialist, Fred focuses on protection planning, wealth accumulation, supplemental income planning, and wealth transfer strategies specifically for high income and high net worth clients. Working with your Financial Advisor or wealth management team, he develops strategies that are designed to be in harmony with your overall financial, estate, and business succession goals to help protect and preserve your assets for the next generation.
Fred has more than 35 years of experience in the insurance industry and has been serving Wells Fargo Advisors clients since 2014. His extensive knowledge of advanced life insurance strategies and their applications allows him to work closely with your financial team, including attorneys and accountants, to execute the program best suited to meet your objectives.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc.

Our Carriers