Meet Fred
Fred Shocket is a Senior Financial Advisor based in Conshohocken, Pennsylvania with 32 years of experience in the field.
Fred Shocket has been involved in financial services since 1993 and focuses on personalized financial planning for both individuals and small businesses. He also assists companies to establish and maintain qualified retirement plans, He earned his Certified Financial Planner certification in 1997. He graduated from Temple University with a BA and MA in Mathematics. In September 2000, Fred retired from the US Navy after thirty-two years of distinguished civilian service as an engineer and executive.
Qualifications
Experience
- 32 years financial industry experience
- 30 years with FIP | Financial Independence Planning, LLC
Education
- BA BA in Mathematics from Temple University
- MA BA in Mathematics from Temple University
Certifications
- CFP®
