Fred Rich, MBA, CFP®, RICP®, ChFC®, CLU®
Login to view DISC.Fred is the Co-Founder and a Certified Financial Planner® at Falcon Financial & Insurance Solutions. With an MBA from California State University, Fresno, he has been an adviser since 2005, specializing in making complex financial subjects easy to understand for his clients. He holds CFP®, RICP®, ChFC®, and CLU® designations.
Originally from a small farm in northern California, Fred is a family man who met his wife, Sarah, while at Fresno State. They have two children, Ethan and Ella. After living in Fresno for 20 years, the family recently relocated to Nolensville, Tennessee in 2022.
Unique fact: Fred grew up on a farm where he actively helped with the family business before pursuing his career in finance.
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