Neil Frederickson is a distinguished financial advisor located in Scottsdale, AZ. Neil provides a comprehensive approach to asset accumulation and wealth distribution. With a commitment to excellence, Neil employs an in-depth planning process and ongoing financial management oversight to guide clients through life’s uncertainties. He takes pride in understanding the unique needs of each client or business, ensuring a personalized approach to financial success.

Neil holds the designation of Behavioral Financial Advisor (BFA™), emphasizing an alignment of one’s values with goals. The Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to enhance emotional competency and decision-making behavior. This unique approach ensures the effective utilization of the financial plan for both Neil and his clients.

His expertise as an income protection specialist and foundational strategist has been instrumental in helping clients achieve economic independence and realize the financial future they deserve. Neil’s contributions, excellence, and professionalism have earned him recognition as a Rising Leader within the firm.

As a lifelong learner, Neil is dedicated to ongoing financial education and actively pursues additional professional designation programs to stay abreast of industry advancements.

On a personal note, Neil has been happily married to his wife Victoria since 2018, and they recently welcomed their newborn son, Arthur, into their lives. They reside in Chandler, AZ. Beyond his financial expertise, Neil is an accomplished athlete with a passion for golf, hockey, and curling. In addition to his professional role, he serves as a professional hockey referee, having ascended the ranks through USA Hockey’s Officiating Development Program. Neil officiates at the Professional, Collegiate, and international levels, including several series finals and a prestigious USA vs Canada International final.