Fred Rich

Fred is a CERTIFIED FINANCIAL PLANNER^TM and has been servicing his clients as a financial adviser since 2005. He started his career with Morgan Stanley as an investment adviser and in 2009 made the move to New York Life Insurance to incorporate insurance planning to his already established investment clientele. After a few years he partnered with another adviser, Clay Blanton, to start Falcon Financial which is a full service financial advisory firm. Today Falcon Financial currently has 4 advisers and 4 support staff and they service clients from California to New York and most states in between.

Fred works with a number of different clients that consist of pre-retirees, retirees, business owners and professionals. Fred prides himself on taking complex subjects and breaking them down into general, easy to understand conversations. He not only helps clients crystalize their goals, but more importantly, he helps them achieve them.

Education has always been important to Fred, and during his time as a financial adviser, he has received his Bachelor’s degree and MBA from California State University, Fresno. In addition to that he also holds the CFP^®, RICP^®, ChFC^® and CLU^® designations along with a General Securities Series 7 and Investment Advisory Series 65 License.

Here is a quick 2 minute video to show how Fred works with many of his clients. Financial Planning Video

My Personal Story

Fred grew up on a farm in a small town in northern California where he helped out with the family business. After graduating high school, Fred moved to Fresno, California, to pursue a bachelor’s degree in business administration and an MBA from California State University, Fresno. It was there that Fred met his wife, Sarah, and decided to start a family and call Fresno home. Fred began his career as a financial adviser and shortly after Sarah starting teaching high school for Fresno Unified School District. In 2012, they had their first child, Ethan and in 2015, they welcomed their second child, Ella. From day one, Ethan and Ella have been keeping the Rich’s busy. Ethan currently plays baseball, football, basketball, soccer, snowboards and rides his dirt bike while Ella is a competitive dancer and enjoys gymnastics. People always ask Fred what he enjoys most outside of work and the answer is usually whatever activities the kids are in at that time. After spending 20 years together in Fresno, Fred and Sarah decided to pack up and move to Franklin, Tennessee. They arrived in June of 2022 and are loving it. Fred is working out of his Franklin, Tennessee office and Sarah is continuing to work in education, helping out at Ethan and Ella’s elementary school. They are both proud to call Tennessee home and are excited for this new journey.

My Professional Story