Fredrik D Whitley

Wealth Manager

Fredrik D Whitley’s goal for every financial and tax client is to help them understand how their tax returns can be a blueprint for making positive financial decisions going forward.  He firmly believes that the true value in having a professional prepare your tax return is in the advice and analysis that can come with it.  Anyone can plug in the numbers, but Fredrik can both analyze what those numbers mean to you and help apply them to your personal financial goals.

Fredrik’s experience goes well beyond your average financial and tax professional.  He brings over twenty years of relevant tax, estate, and financial experience.  In addition to his tax work as an Enrolled Agent, Fredrik is a seasoned Wealth Manager who spent over a decade managing one of California’s largest Deferred Compensation retirement plans.  The combination of these disciplines gives him a unique holistic view of the three main factors that can play into your tax return – finance, estate, and tax.