Fred DaVeiga, CPA, CFP®
Financial Advisor & Planner
FRED DAVEIGA
brings a wealth of experience and expertise to his role as a financial advisor and wealth manager. He works closely with his clients - individuals, couples, families, and their businesses - to pursue their financial goals, collaborating with their tax and legal professionals when needed. Fred's diverse background spans the breadth of personal finance topics, including retirement, estate, and tax planning; investing; mitigating risk through insurance; personal budgeting; and taxation.
Before joining Regal Wealth Advisors in 2011, Fred served as CFO and CAO for a global private-equity software solutions company. Earlier in his career, he was the financial director for a $600M global division of Honeywell, and a senior manager with KPMG, a Big 4 professional services firm providing audit, tax, and advisory services.
A Certified Financial PlannerTM, CPA, and member of the AICPA, Fred has delivered numerous presentations on various financial topics. Notably, he participated in a national panel addressing "Social Security and Investing in Retirement," which was broadcast to wealth advisors, CPAs, and attorneys across the country.
Fred resides in Madison, NJ. Outside of work, he enjoys hiking, traveling, golfing, reading, woodworking, and playing acoustic guitar. Most importantly, Fred cherishes spending time with his life partner, Hedy, and their adult children, David, Daniel, Barrie, and Jaime.
Certifications
SECURITIES LICENSES:
Certified Financial Planner ®
Certified Public Accountant
Series 7* – General Securities Representative Exam
Series 66* – Uniform Combined State Law Exam*held with Cetera Advisor Networks
Saint Peters College – BS in Accounting
Rutgers University – MBAAICPA Member
NJCPA Member