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Fred Workman, CFP®

Fred Workman, CFP®

Financial Advisor and Director of Portfolio Strategies

Fred Workman, CFP®, is a Financial Advisor as well as Director of Portfolio Strategies for Gateway Financial Group.  With an eye for risk management and an obsession for finding financial freedom for clients, Fred faithfully guides his clients through the various stages of their financial journey.  Fred is a member of the WA Investment Committee, actively monitors client holdings, and manages growth and income portfolios for the entire company.

Fred earned his BS in Finance from California State University, Sacramento.  After graduation, he spent the next 14 years in the risk management field where he held dual roles of Marketing Manager and Lead Analyst.  Fred joined Gateway Financial Group in 2010. 

Fred and his wife, Heidi, are life-long residents of Sacramento, California.  They have two young daughters, Lauren and Emma.  In his spare time, Fred enjoys spending time with his family, relaxing outdoors, and cheering for his beloved Oakland Raiders.

 

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CA Insurance License #0F43753