FRED DAVEIGA brings over 5 years of experience to his role as financial advisor and wealth manager. Working closely with individuals,
families and their businesses, as well as collaboratively with their tax and legal professionals, Fred develops and helps execute comprehensive financial planning strategies designed to address our often complex financial world. Portfolio management; risk mitigation through insurance; tax, retirement, and estate planning; employee benefit programs; and business succession planning are all focused on helping clients pursue their financial-life goals.
Fred earned a BS in accounting from Saint Peter's College and completed MBA courses at Rutgers University. He is a CERTIFIED FINANCIAL PLANNER TM, a Personal Financial Specialist (PFS), and a CPA licensed in New Jersey with LPL Financial. Fred holds Series 7 and Series 66 securities licenses, as well as New Jersey life and health insurance licenses.
Fred also has diverse experience across multiple industries in the fields of finance and accounting, human resource management, group benefits, legal affairs, and taxation. Prior to joining Regal Wealth Advisors, Fred served concurrently as chief financial officer and chief administrative officer for a private-equity global software solutions company. He also served as the finance leader for a $600M global chemical producer, the largest strategic business enterprise of Honeywell. Fred began his career by serving technology and middle market companies with KPMG. As a member of the AICPA and the Financial Planning Association, Fred has made numerous presentations on varied financial topics. Fred recently served on a panel with industry professionals on the topics of Social Security and Investing in Retirement, which was videotaped and presented nationally to CPAs and attorneys.
Fred lives in Warren, NJ. Outside of the office, he enjoys golf, reading, woodworking, acoustic guitar, and exploring wine. Above all, he takes
every opportunity to enjoy time with his adult sons, David and Daniel.
"Being independent is huge. I would never want to feel obligated to utilize only one company’s strategies. I evaluate the marketplace and identify the specific strategies, investments, and insurance strategies most suited to my clients’ interests, not those of a company. I especially enjoy working with clients who are transitioning between phases in life. The broad specialization we offer can truly be the difference in whether or not they accomplish their life goals.”
Series 7 – General Securities Representative Exam
Series 66 – Uniform Combined State Law Exam