Frederic Cassivi
Financial Advisor at Wealth Management Services
- Role
- Financial Advisor at Wealth Management Services
- Location
- Hershey, PA, US
- LinkedIn followers
- 500 followers
About Frederic Cassivi
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive investment advice and portfolio management services, delivered with the highest level of personal service and professional integrity. As a former professional hockey goaltender, I was very disciplined, determined, focused, and calm. My calm, level-headed approach can be trusted by my clients in the same way it was trusted by my teammates as I led them against a variety of obstacles that confronted us. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I am currently involved with various youth hockey associations, and other non-profit organizations upon request. Away from the office, I also enjoy coaching hockey, reading, playing tennis and golf. I live in Hummelstown and love spending time with my wife Melanie, my son Alex and daughter Ella. Please contact me by e-mail at f•••••@yourwm.com or by phone at 71••••••20. I cannot respond to messages through LinkedIn. This information is intended for use by residents of CA, DE, FL, MD, NJ, NY, PA, VA. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. I will not request personally identifiable information or investment profile/account information through this site. All investment profile/account updates shall be made in person or over the phone. I will not accept trading instructions through this site. Any requests through this site shall be ignored and deleted by both parties. Please check your security features on your site to protect your privacy. For more information, please read Osaic Wealth\'s Disclosures and Privacy Policy.
Experience
Financial Advisor
Jan 2022 — Present · Hershey, PA
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