Fred Wollman

Certified Financial Planner, Wollman Wealth Designs

Fred Wollman is a CFP® professional, or Certified Financial Planner™, with Wollman Wealth Designs. He holds a Master Planner Advanced Studies (MPAS®) designation as well as securities registrations 7, 63, and 24.

He is registered to practice in twelve states, in addition to holding a California life and disability insurance license. From 1987 through 1990, Fred taught CFP® classes to aspiring financial professionals at San Diego State University.

Fred serves as president of the Valley Center Trails Association, trustee of ECOLIFE Conservation, and is a member of 1% for the Planet. He and his wife of thirty-six years, Kathy, live in Valley Center, California, with a cat, a dog, and two horses. Fred spends his down time relaxing by doing yoga, tai chi, riding horses, and backpacking with Kathy, their kids, and their grandkids.


Rewrite Your Financial Narrative

Publication Date: April 2018

When we make decisions about money, our heart tends to get in the way of our brain and emotion trumps logic, often resulting in less-than-practical results. But this doesn’t mean we should entirely discount our emotions when we make decisions about money.
The truth of the matter is that regret is one of the most powerful forces in our lives. It’s nearly impossible to live―and spend money―without regrets. But you can plan your future so that you have as few regrets as possible.

In his book, Rewrite Your Financial Narrative, Fred Wollman helps you understand the emotional reasoning behind saving for retirement and planning for retirement expenses while connecting you with your rational self.

You’ll learn to:

  • understand the “why” of your financial decisions.
  • define your dreams, motivations, goals, and priorities.
  • understand and conquer financial biases.

This is a book that’s been written for real people who live real lives. Fred Wollman is here to help you, as an individual with ambitions, come to grips with your financial reality so you can match the narrative playing in your head to your financial reality.

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