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Fredrick W

CFP®, Series 63

Escondido, CA

Cetera

Fredrick Wollman is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 45 years of industry experience. He has worked at Cetera since 2021 and operated Wollman Wealth Designs, Inc. since 1998. Outside of his advisory work, he serves as chair of the board of trustees for the Ecolife Conservation nonprofit and is president of the Valley Center Trail Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jaime N

CFP®, Series 63

Escondido, CA

Cetera

Jaime Niesley is a financial advisor at Cetera with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Jaime has worked at Cetera since 2021 and is also the owner of Wollman Wealth Designs, a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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