Jessica has served the state of Washington for over ten years. Her impressive resume includes an impressive five-year stint with Boeing as a Business Analyst and over ten years of experience in the financial planning industry. Alpha Omega Wealth is proud to introduce the customer-centric financial planner, Jessica Van Fredenberg.
Learn about Financial Planning with Jessica Van Fredenberg
Jessica followed her passions of helping people to a career in the private wealth management industry. She is motivated by helping individuals—especially families—realize freedom and security through the achievement of their personal wealth goals. Inspired by her own family, this family-oriented Independent Associate treats all her clients at Alpha Omega Wealth like family by always keeping their best interests in mind.
Educating clients on how to take control of their money is her specialty
This Washington native graduated from Western Washington University with her Bachelor’s of Arts in Business Administration with a focus on finance. Afterwards, she earned her MBA from Seattle University where she mastered business succession planning and funding.
She uses her impressive education as a financial advisor to teach clients how to take control of their personal wealth. With the Infinite Banking concept, Jessica helps clients become their own banker. She finds the financial planning business to be exciting and rewarding, as her impact means great changes in her clients’ lives.
Optimal customer service is her priority
Jessica provides advice to protect assets and ensure a secure financial future. Providing great customer service is her top priority as she works closely with clients to help them achieve financial goals in an unpredictable economy.
As an Independent Associate, Jessica provides long-term solutions to individuals and businesses. From education planning and tax-free retirement to growing tax-free wealth by building personal banking systems, she is equipped to help any type of customer.
Take Control of Your Financial Future
Whether planning for your personal future or securing the long-term success of your business, our financial advisers can help you achieve your financial goals. Invest in your future by contacting Alpha Omega Wealth.