About Ugo Frederick
Ugo Frederick is a finance enthusiast with a background in Economics and Accounting. In the early days of my career, I spent close to a decade in credit analysis and corporate financial reporting and risk management within the financial industry and beyond.
Today, I specialize in strategic insurance planning — helping everyday people (you) to retire securely, increase their net worth from today, preserve their financial legacies, safeguard their estates from unforeseen liabilities, and ensure seamless generational wealth transfer.
At the core of my services is the desire to make a lasting impact on families and communities through financial education on an easy-to-understand basis. I offer clarity, confidence, and continuity. My goal is to help you preserve what you have built, protect your loved ones, and create a meaningful financial legacy.
Are you ready to start a journey towards financial stability for you and your loved ones, let us accompany you on this path. Call today and together, we will work towards a brighter and more secure financial future.
My Values
The principles that guide everything I do
Trust & Integrity
I prioritize your interests above all else, maintaining the highest ethical standards in every interaction.
Client-Centered
Your unique goals and circumstances guide every recommendation I make.
Expert Guidance
Decades of experience and professional certifications at your service.
Long-Term Focus
I build lasting relationships and strategies designed for your lifetime success.