Fred ScheffnerAIF®

For over 25 years, Fred has helped his clients solve their financial problems by providing advice and solutions to their financial planning needs. His clients include business owners, executives, professionals, prominent Individuals in the community, and many retirees.

Fred’s interest in money and financial planning began at an early age. At the age of 10 his grandparents gave him 50 shares of Gillette common stock. Over the course of the next several years he saw that split and then split again. He now was the owner of 200 shares of Gillette Stock and had 4x the money without having to add to it. He learned how to read the stocks in the newspaper each day and check how his stocks were doing. This later lead to taking money from mowing lawns and other work and investing in mutual funds where he also saw that with time investments increased in value.

After graduating from the University of Utah with a BS in Accounting, Fred began his professional career with Sterling Financial Group. Fred is one of the founding partners of Sterling Financial Group. Sterling Financial Group is affiliated with one of the top independent broker/dealers in the country, Commonwealth Financial Network®. Commonwealth has vast resources that allow Fred access to some of the nation’s brightest people when it comes to investing, retirement planning, estate issues, and understanding ever-changing regulations and tax issues.

Fred holds FINRA Series 7, 63, and 65 securities registrations. As an Accredited Investment Fiduciary® (AIF®), Fred is committed to putting clients’ needs first. Not every advisor is willing to do this.

One of Fred’s areas of expertise is Qualified Retirement Plans. He spends much of his time advising and educating clients in this area. He is considered a specialist in this arena and works with many business clients along the Wasatch Front, helping them navigate ever-changing regulations and working with their employees to prepare for their own retirement. He has taught numerous seminars on financial topics to help clients have a better retirement experience.

Outside of his financial services practice, Fred is devoted to his family and service. Fred has been married to Ashley for over 25 years. “She is my best friend”. Together they have raised four sons. Fred has spent many, many hours over the last several decades volunteering in the Community and in his Church. These are cherished memories! Today he and Ashley are enjoying their next phase “empty nesters” and watching their sons marry and start to build their own families. Fred enjoys gardening, nature, biking, swimming and being with family and friends.

Fred’s clients become family. One of the rewards and benefits of this business to me is seeing my client’s family’s grow, change and see the next generation’s successes. Now that you know a little more about me, how can I help you?