Intentions don't always translate to action when it comes to financial planning.
In fact, research shows a continued decline among Americans who consider themselves "disciplined" financial planners – from 65% in the post-Covid 2020 study to 45% in 2024, according to Northwestern Mutual.
Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant, as well as an Accredited Investment Fiduciary™, who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients.
In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia.
Originally from Long Island, New York, Freddie enjoys baseball.
For more information, please visit https://www.optafinancial.com/. Connect with Freddie Rappina on LinkedIn: @FreddieRappina.
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