Senior Vice President

Frederic W. Amberg

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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 LPL Financial and 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.

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.

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.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI