Fred Borstad, CIMA®, CEPA®, AIF®
Fred Borstad is a founder and principal in the Waterfront Financial Group LLC, and has been a financial advisor since 1993. He works with business owners, entrepreneurs and professionals in the areas of fee-based financial planning, wealth management and insurance planning. The Business Enterprise Institute (BEI) recognizes his qualifications to provide comprehensive exit planning services to business owners.
Fred is active in the community and is also on the board of Free Bikes 4 Kidz, is a non-profit organization geared toward helping all kids ride into a happier, healthier childhood by providing bikes to those most in need. The public donates gently used bikes, and FB4K organizes thousands of volunteers to clean and refurbish them, which are then given away to kids in need.
Fred holds the AIF designation, Accredited Investment Fiduciary. As an AIF, he has the responsibility of a high standard of investment fiduciary care for his clients’ accounts and investments. His values include responsibility, excellence, integrity and knowledge, and those same values are embodied in the AIF. He is drawn towards the responsibility of building portfolios that are suitable for his clients. To learn more, please visit www.fi360.com.
He and his wife Peggy enjoy boating, travel and time with their three daughters. Fred is also an avid biker, skier, and outdoor sports enthusiast.
Waterfront Financial Group specializes in financial planning and is passionate about helping clients develop plans that strategically seek to offer retirement income. Being able to provide an accountable, customized solution is what drives the company, and it is each team member’s responsibility to support this critical goal.
Free Bikes 4 Kidz
Free Bikes 4 Kidz is a nonprofit organization geared toward helping all kids ride into a happier, healthier childhood by providing bikes to those most in need. Waterfront Financial Group Partner, Fred Borstad is on the board of directors of Free Bikes 4 Kidz.
Free Bikes 4 Kidz are separate from and are not affiliated with LPL Financial or Waterfront Financial Group, LLC.