A.J.
Frega
Here to act in your best interests
About me
I love to show my clients how to simplify their finances, and develop long-term strategies to help them better protect, grow, and enjoy their wealth. When I’m not working with IRAs and financial plans, you’ll find me enjoying the many backcountry mountains, rivers, streams and lakes in the western part of the United States with my wife, Victoria and our dog, Chester.
Education
Bachelor of Business Administration, Marketing - University of Miami
Visit one of our Locations
Seattle I - Lynnwood
20700 44th Ave W.
Suite 240
Lynnwood, WA 98036
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
