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Caitlin Frederick of Ullmann Wealth Partners

Caitlin Frederick

Director of financial planning

Caitlin Frederick, CFA, CFP, is the director of financial planning and a wealth advisor with Ullmann Wealth Partners.

She also assists clients who utilize the firm's Divorce Advisory Services. Frederick is a member of the American Institute of Certified Public Accountants and co-author of "Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce."

  • Caitlin Frederick of Ullmann Wealth Partners 16x9
    Portfolio management
    Clients want to know: Why buy bonds when 'safe' cash yields 5%?

    Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.

    By Caitlin Frederick
    April 16
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CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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