Fred Harper, CFP®
Financial Planning Associate
Following 21 years in a previous career at Hewlett-Packard, Fred Harper joined our San Jose office in 2006. In 2016, Fred obtained his Certified Financial Planner (CFP)™ certification. In his latest role as Financial Planning Associate, he focuses on investment strategy & implementation and still continues to help our clients achieve their goals by assisting with financial planning. He and his wife, Barbara, are members of Mount Olive Ministries, a Lutheran faith community in Milpitas, CA. His hobbies include travel, computers, photography, cars, and barbequing.
He is licensed to do business in AZ, CA, NV, and OR. CA Life/Health Insurance License ID 0E99367, CA Securities Insurance ID 3900462, CA Variable Annuity Insurance ID 0E99367, CA Variable Universal Life Insurance ID 0E99367.