Fred DaVeiga, CPA, CFP®
LPL Financial Advisor & Planner
FRED DAVEIGA brings many years of experience to his role as a financial advisor and wealth manager. He works closely with individuals, families, and their businesses, as well as collaboratively with their tax and legal professionals. 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 global private-equity software solutions company. He also served as the finance leader for a $600M global division of Honeywell, at the time the company’s largest strategic business enterprise.
As a member of the AICPA and the NJCPA, Fred has made numerous presentations on varied financial topics, including for example, serving on a panel that addressed the topics of Social Security and Investing in Retirement, which was presented nationally to CPAs and attorneys.
Fred lives in Madison, 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 Hedy, and his adult sons, David, and Daniel.
SECURITIES LICENSES:
Certified Financial Planner ®
Certified Public Accountant
Series 7* – General Securities Representative Exam
Series 66* – Uniform Combined State Law Exam*held with LPL Financial
Saint Peters College – BS in Accounting
Rutgers University – MBAAICPA Member
NJCPA Member