Contact the Phoenix Office
7150 E. Camelback Rd. Suite 444
Scottsdale, AZ 85251
(480) 477-8058
Our Team
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gfraser@rbgnrp.com
+1 (480) 477-8058
As one of the country’s most seasoned retirement benefits specialists and a Managing Director of Retirement Benefits Group, George and his team are committed to helping employers and employees pursue the lifestyle they envision for themselves upon retirement. Prior to joining RBG, George hung his hat at Morgan Stanley Smith Barney and McDonald Investments.
After 24 years in the retirement marketplace, George has developed an educational model that offers both group and individual meetings to all of his client’s employees. George offers financial consultation services to his clients and their employees via his PENNIES ON THE DOLLARTM and PENNY ON THE DOLLARTM Program, which promotes to employers and employees awareness of the benefits, and importance, of contributing to retirement plans. The Program also provides to clients and their employees financial planning and retirement planning and advising regarding retirement plans and provides other information and advice regarding the financial aspects of retirement. George also conducts classes, seminars and workshops and provides presentations as part of the Program, educating employers and employees regarding financial planning, retirement planning and plans and contributions.
Contact George for consultation and advice on financial planning, retirement planning and other financial matters, and learn more about the PENNIES ON THE DOLLARTM and PENNY ON THE DOLLARTM approach.
In the news
Education
George is originally from Nova Scotia where he attended Dalhousie University’s School of Business. George’s designations include Chartered Retirement Plans Specialist, (CRPS) through the College for Financial Planning. In 2017, George was honored with the first-ever Overall Top Advisor by Participant Outcomes Award by 401(k) Specialist Magazine. Award nominations are made by industry peers based on the creative and effective contributions to an advisor’s participants’ outcomes. The inaugural recognition of an overall TAPO further emphasized the significance of an evolving 401(k) landscape and the need for advisors like Fraser to implement achievable strategies tailored to the specific needs of plan participants. Fraser was also one of three finalists in ASPPAs first 401(k) Leadership Award, based on nominations from industry peers and colleagues for excellence and innovation in the retirement industry. George has been a regular speaker at industry conferences including ASPA, CFDD, and Plan Sponsor and has been featured in such publications as The Wall Street Journal, Arizona Republic, Mutual Fund Magazine and BlackRock Advisor.
George Fraser is a Registered Representative with Triad Advisors.
Interest
George grew up on the waters of Nova Scotia’s Northumberland Strait. He sails, windsurfs, stand up paddleboards and is currently learning how to kite surf. He enjoys boating, skiing, and traveling.
He currently resides in Scottsdale, Arizona with his wife, two children and Basset Hound.
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famberg@rbgnrp.com
+1 (480) 477-8058
After moving to Arizona in 1998, Fred began his career in financial consulting with Valic working exclusively with corporate and non-profit retirement plans. Thirteen years later, after stops with McDonald Financial Group and Smith Barney, Fred and his business partners decided that the best way to serve their clients was by joining Retirement Benefits Groups. Their main focus is working with private businesses, building retirement plans that best benefit both owners and their employees. Currently they manage over 35 plans all over the country. Fred has spent considerable time working with clients on employee education and estimates that he has conducted over 15 thousand one-on-one meetings.
Education
Fred graduated from the University of Arizona with a BS degree in Business. After receiving his Masters degree in Sports Marketing from Ohio University, he worked for several years at the Louisiana State University Athletic Department, serving as its Director of Promotions for over 22 men and womens sports.
Interest
Fred moved move back to Arizona in 1998 and lives there currently with his two daughters and Labrador Retriever. When Fred is not in the office or traveling to meet with clients, he spends as much time outdoors as he can snow skiing, kite boarding or building sandcastles on the beach with his family. Fred is an avid tennis player and plays on a USTA mixed double team.
