Darlene Frederick, RICP, CDFA

Darlene M. Frederick, RICP, CDFA, began her financial services career in 2003 serving clients in West Michigan in the areas of protection, accumulation, distribution and transfer of wealth through customized financial and risk management planning. Darlene is passionate about developing long-lasting, multi-generational relationships with her clients. A top priority for Darlene is making clients feel comfortable in building and understanding the roadmap to reach their financial goals throughout their ongoing life changing events. Darlene is certified as a Women’s Business Enterprise (WBE). She believes in giving back through the support of many non-profit organizations, and enthusiastically subscribes to the @Aspen philosophy of putting client’s needs first.

Credentials:

Retirement Income Certified Professional (RICP)
Certified Divorce Financial Analyst (CDFA)
The Wharton School, Retirement Planning Specialist Designation
Grand Valley State University- Seidman College of Business – Finance
Broker Securities License – Series 7
Life and Health Insurance Licensed
Equitable Advisors – Registered Representative
Certified – Women Owned Business (WBE) by WBENC
Hallmark Award
National Leaders Awards
Centurion Awards

^{The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.}

^{Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.}

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