Fred Hamsayeh CFP®, ChFC, MBA is a financial advisor located in Costa Mesa, CA.
Fred Hamsayeh has worked in the Financial Services industry for the past 16 years. He is currently a Retirement Plan Consultant at Retirement Benefits Group, a retirement planning firm serving clients ranging from high net worth individuals to non-profit and for profit corporations. Fred serves corporate and individual clients throughout the Western United States.
Prior to joining Retirement Benefits Group in May 2013, Fred worked as an Investment Advisory Representative and 401(k) consultant for Aegis Financial Group. There he worked with companies on their retirement plans, helping them manage their fiduciary duties. He has helped many retirement plan participants with investment selection, asset allocation, and portfolio optimization. Before entering the financial services industry, he served in the US Navy as a shipboard engineer in a support capacity during operations off Somalia.
Fred’s goal is to help plan sponsors manage their fiduciary responsibility, while providing participants with strategic retirement planning assistance. These services seek to increase monthly cash flow, preserve existing assets, reduce taxes, and improve risk adjusted returns. Fred holds his Series 7, 24, 63, and 65 registrations with LPL Financial.
Retirement Benefits Group has the experience and industry insight to tailor investment programs to our clients’ specific needs.
We are specialists in evaluating and constructing custom portfolios and are focused on helping to grow and protect wealth. We provide our clients with an identifiable and defensible process that is built on industry best practices, policies, and procedures. Our goal is to offer access to investments that help our plan participants reach their ultimate goal of preparing for a stable retirement.
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