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Fred F
Series 63, Series 65
Wilsonville, OR
CPR Investments Inc
Fred Freimark III is a financial advisor with CPR Investments Inc. in Wilsonville, OR, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with CPR Financial Group and CPR Investments Inc. since 2016. In addition to his advisory role, he spends part of his time as a licensed insurance agent involved in insurance services and product sales. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm constructs multi-manager portfolios using in-house tactical models alongside third-party sub-advisors, focusing on defensive positioning and managing accounts on a discretionary basis.
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