Fred DaVeiga, CPA / CFP®

Fred DaVeiga, CPA / CFP®

CPA-Financial Advisor and Investment Manager

Phone: 973-845-2494 x 203
Fax: 973-295-6332
Mobile Phone: 908-397-1732
E-mail:
 

Fred DaVeiga, CPA/CFP®/PFS  - As a CPA-financial advisor with Regal Wealth Advisors, Fred provides comprehensive "360-degree" financial planning and advice to individuals, families, and their businesses, including personal financial planning, investment management, risk mitigation through insurance, and tax, retirement, and estate planning. Fred brings over 35 years of financial expertise to the service of his clients.

Fred is dedicated to assisting his clients accumulate wealth, preserve their lifestyle, and transfer their legacy through proactive service, pragmatic planning, and prudent investment and risk mitigation strategies.     Fred shares, "It's important to me that at Regal Wealth Advisors, we can provide the full spectrum of financial planning services and solutions.  Just as essential, our independent status enables us to present the most situation-appropriate strategies, as well as best-in-class investment and insurance products to our clients, without the conflicts-of-interest arising from having a parent company.  Not being limited to a single firm's offerings, we are empowered to do what is best for our clients". 

Fred adds, "Being comprehensive in our approach to working with clients, we establish a deeper understanding of the critical financial aspects of their financial lives.  This enables us to provide significant support during 'life transitions'."  A marriage or divorce; birth of a child or passing of a loved one; business launch or partner buy-out; job-loss or planned retirement; planning for college or long-term care, a financial windfall or loss - each of these life events are unfamiliar territory with the potential to increase financial vulnerability.  These types of events often need professional assistance in order to mitigate or otherwise prudently address.

Previously, Fred served as Chief Financial Officer of a private-equity-owned software solutions company having operations in the US, Europe, and Asia.  His concurrent role as Chief Administrative Officer included responsibility for global human resources and legal affairs.  Prior roles included serving as finance leader of a $600 million global chemical producer, at the time the largest strategic business enterprise within Honeywell.  Fred commenced his professional career serving high technology and middle market companies with KPMG, one of the accounting Big 4.  His collective background has given Fred broad experience with numerous industries in the fields of finance and accounting, human resource management, portfolio management, insurance, group benefits, legal affairs, and taxation, as well as finance and human resource best practices in large and small companies.

A member of the AICPA, the NJCPA ( Fred serves as a Board member), and the Financial Planning Association, Fred has made numerous educational presentations on various finance and financial literacy topics.  He holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined - Securities Agent and Investment Advisor - State Law Exam) Securities Licenses, as well as NJ life, health and long-term care insurance licenses.  Fred is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

An undergraduate of Saint Peter's College (BS-accounting), Fred completed MBA coursework at Rutgers University.  He attended the College Board of Financial Planning program at Fairleigh Dickinson University, followed by successfully passing the CFP® examination.  He earned his CPA license in 1980, and was awarded the JH Cohn Award in recognition of his outstanding performance on the CPA exam.

Fred lives in Madison, NJ and enjoys playing golf, reading, doing renovations, woodworking, playing guitar, and exploring wine.  Above all, he takes advantage of every opportunity to enjoy time with his two adult sons, David and Daniel.

 

 

 

 

 

Kestra Investment Services, LLC and Kestra Advisory Services, LLC do not provide legal or tax advice and are not Certified Public Accounting firms.