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Darlene Frederick, RICP, CDFA

Darlene Frederick, RICP, CDFA

Partner | Grand Rapids, MI

625 Kenmoor Avenue Southeast, Suite 301
Grand Rapids, MI 49546

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Darlene M. Frederick, RICP Began her financial services career in 2003 serving clients in West Michigan in the areas of protection, accumulation, distribution and transfer of wealth through customized financial and risk management planning. Darlene is passionate about developing long lasting, multi-generational relationships with her clients. A top priority for Darlene is making clients feel comfortable in building and understanding the roadmap to reach their financial goals throughout ongoing life changing events. Darlene is certified as a Women’s Business Enterprise (WBE). She believes in giving back through the support of many nonprofit organizations, and enthusiastically subscribes to the @Aspen philosophy of putting client’s needs first.

is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 150 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning techniques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.

Retirement Income Certified Professional (RICP)
The Wharton School, Retirement Planning Specialist Designation
Grand Valley State University - Seidman College of Business - Finance
Broker Securities License - Series 7
Life and Health Insurance Licensed
Equitable Advisors - Registered Representative
Certified - Women Owned Business (WBE) by WBENC
Hallmark Award
National Leaders Awards
Centurion Awards
Hall of Fame