Brian Fricke

If you want to experience an Incredible Retirement® – Doing what you want, when you want – you’ve come to the right place!

Author, Speaker, Investment Manager, Wealth Manager, and Certified Financial Planner™ Brian Fricke travels the world surfing with his sons, proving that anyone can experience an Incredible Retirement®. Even if your’e still working!

Since 1987 he’s been inspiring a select community of private clients to experience their own personalized version of an Incredible Retirement®.

At the age of 16, Brian became “man of the house” when his father died unexpectedly. He joined the family real estate business at 18. His path to becoming a Fee-Only® financial planner – the kind Clark Howard recommends – became clear when others sought him out for financial advice after they discovered he had purchased 15 rental properties by the age of 23.

Brian served on the Board of Trustees for the City of Winter Springs pension fund and has been recognized as a top financial planner by Orlando Business Journal, Financial Advisor Magazine and is a Three-year (2011-2013) Five Star Wealth Manager award winner. He’s the Author of the popular book, Worry Free Retirement – Do what you want, when you want, where you want..

An award winning financial planner and successful business owner, Brian has been interviewed in connection with his retirement expertise and has been quoted in print and radio outlets such as The Wall Street Journal, Orlando Business Journal, Orlando Sentinel, Fox Business, CNBC.com, TheStreet.com, Wealth Manager, Smart Money and Investment News.

What Sets Us Apart:

The popular buy and hold, spread it all around, pie chart approach to investing and financial planning is a broken system. It failed miserably during the 2000-2003 bear market and the 2008 market meltdown. We focus on avoiding large losses, including temporarily going to cash when necessary. It’s also critical to avoid unnecessary risk. You should only take on the least amount of risk necessary in order for you to reach (and keep) your goals. Trying to determine the maximum amount of risk you’re willing to tolerate, and then making sure you experience it is a big mistake you should avoid. You can enjoy your lifestyle today without jeopardizing your future by giving your money a Nest Egg Stress Test®.

4 Things about Brian That Might Surprise You

  • At the age of 10 Brian started his first business, a neighborhood candy store.
  • Brian’s first “job” was at McDonalds. At the age of 15 he rode his bike to and from work. By 17 he was a shift manager.
  • One of Brian’s primary purposes in life is to serve as a constant source of humor for his sons Justin & Adam. They tell him he’s really good at this.
  • “The Richest Man in Babylon” and “The E-Myth Revised” by Michael Gerber are among Brian’s favorite books.

Brian’s Education:

Thanks to his entrepreneurial instincts, Brian knew early on that college wasn’t for him. He got his Real Estate license at 18 (which has since expired). He holds the Certified Financial Planner (CFP®) designation and is passionate about continuous learning. He even paid his sons to read specific self improvement and financial books. He continues to participate in various coaching, mentoring and mastermind programs.

Brian Walks the Talk

Everything Brian shares with audiences and recommends to clients is time tested and proven. People often wonder if Brian is already retired, which he really gets a kick out of because all he’s doing is what you could be doing too – experiencing your personal version of an Incredible Retirement®!

To connect with Brian to explore becoming a private client or for keynote speaking opportunities, call 1-800-393-1017 or Email [email protected]