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Cfp® Fred Workman
A VA providing the full spectrum of operational support for financial advisors - Accepting New Clients
Fred Workman is a CFP® with over 20 years of experience in the financial services industry. He has a keen eye for detail and a talent for finding opportunities in even the most complex operational situations. Whether it's CRM maintenance, marketing, client onboarding, or financial planning tasks, Fred excels at analyzing all the factors involved and coming up with creative solutions.
Fred has a BS in Finance from California State University-Sacramento and has worked in various capacities such as Financial Manager, Marketing Manager, Financial Advisor, and President. Currently, he serves as an Advisor Operations Specialist-Virtual at Inspire Advisors.
His services include designing and implementing marketing collateral and campaigns, maintaining CRM and workflow, monitoring NIGO, managing social media, handling client onboarding, account opening, and maintenance, ensuring licensing, registration, and continuing education compliance, monitoring performance, and conducting financial planning data entry and SWOT review.
