Chartered Financial Consultant (ChFC®), Chartered Life Underwriter(CLU®), Enrolled Agent (EA), Register Principal, Investment Advisor Representative
Education - B.A. Economics, U.C.L.A.; Chartered Financial Consultant- Huebner School of Business, The American College; Chartered Life Underwriter- Huebner School of Business, The American College
Mr. Frager has worked in the financial services industry for over 30 years, and is certified to practice before the IRS as an enrolled agent. He has worked with large financial institutions such as Shearson / American Express, Prudential Securities and BA Investment Services, Inc., where he managed portfolios. From 2000 to 2010 he was President of his then independent RIA and Life Insurance firm Seahorse Capital, a holistic wealth management and retirement and estate planning firm. He holds securities registrations for the series 7, 24, 63 and 65 along with an insurance license (CA Life Insurance Lic. # 0638922).