David Fried, CRPC
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David Fried, CRPC

Financial Advisor

David joined UBS in 2014 and brings over 25 years of investment advisory experience to his clients. He focuses on customizing and implementing strategic and tactical asset allocations and financial planning strategies for clients of Wealth Management, Private Wealth Management, and Institutional Consulting. He has worked for several financial institutions in his career including Hambrecht & Quist, Merrill Lynch, State Street Global Advisors, and co-managed a hedge fund (Chilmark Capital) in San Francisco from 2000-2004. He lives in Walnut Creek with his wife and eight year old son.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • MI
  • NY
  • OR
  • SC
  • TN
  • TX
  • WA

David Fried, CRPC

Credentials

  • Chartered Retirement Planning Counselor
  • Portfolio Manager

David Fried, CRPC

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

David Fried, CRPC

Financial Advisor

David joined UBS in 2014 and brings over 25 years of investment advisory experience to his clients. He focuses on customizing and implementing strategic and tactical asset allocations and financial planning strategies for clients of Wealth Management, Private Wealth Management, and Institutional Consulting. He has worked for several financial institutions in his career including Hambrecht & Quist, Merrill Lynch, State Street Global Advisors, and co-managed a hedge fund (Chilmark Capital) in San Francisco from 2000-2004. He lives in Walnut Creek with his wife and eight year old son.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • MI
  • NY
  • OR
  • SC
  • TN
  • TX
  • WA

Credentials

  • Chartered Retirement Planning Counselor
  • Portfolio Manager
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-0215

Email Me

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