Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant™ as well as an Accredited Investment Fiduciary™ who founded Opta Financial.
Freddie Rappina, ChFC® AIF®CCFS® - Financial Advisor
Founder of Opta Financial.
Helping you be more secure and build wealth.
Freddie Rappina, ChFC® AIF®CCFS® - Financial Advisor
Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant™ as well as an Accredited Investment Fiduciary™ who founded Opta Financial.
Series License: 65, 7, 6, 63, 22
Registered Securities Jurisdictions: Fl, MD,VA, NY, SC.
Licensed to sell Insurance: MD, PA, TX, FL, VA, CA #1984020
Retired Police Officer
Series License: 65, 7, 6, 63, 22
Registered Securities Jurisdictions: Fl, MD,VA, NY, SC.
Licensed to sell insurance: MD, PA, TX, FL, VA, CA #1984020
Retired Police Officer
Who We Serve?
Corporate Executives
Business Owners
Real Estate Investors
Individuals/ Families
First Responders
Government Employees
About Us
We Help Clients Achieve Success in Managing Their Wealth
Freddie Rappina, a Financial Advisor with Opta Financial, is a Chartered Financial Consultant™. His expertise in the financial services industry helps clients assess their current situation, set goals, and create personalized plans for success. As an Accredited Investment Fiduciary™, Freddie provides comprehensive financial analysis, personalized recommendations, and diligent plan implementation. He's not just a numbers guy – he's your trusted partner in securing your financial future. Freddie's diverse background includes experience as a retired Fairfax County Police Department officer and coaching baseball.
He now resides in Wesley Chapel, Florida, with his wife and children, creating a loving home where dreams are nurtured. Freddie's extensive credentials include Series 7, Series 63, Series 65, Series 22, and Series 6 registrations. Rest assured, his expertise is backed by a solid educational foundation and a commitment to staying up-to-date with the insurance industry.
Ready to take control of your financial future?
Schedule your complimentary consultation with Freddie Rappina today.
Our Team
Marie Canterbury CRPC®
Financial Advisor
Freddie Rappina, ChFC® AIF®CCFS®
CEO
Mariah Peaster
Financial Advisor
Our Team
Freddie Rappina, ChFC® AIF®CCFS®
CEO
Marie Canterbury CRPC®
Financial Advisor
Mariah Peaster
Financial Advisor
Frequently Asked Question
How can I prepare for my initial consultation with a financial planner?
Before your first meeting with us, gather your financial documents, such as bank statements, tax returns, investment accounts, and insurance policies. It's also helpful to outline your financial goals, concerns, and questions in advance. Being organized and having a clear understanding of your financial situation will enable the planner to provide you with more tailored advice during the consultation.
Do I need a certain level of investment assets to benefit from your financial planning services?
Our financial planning services are tailored primarily for individuals and families with investment assets totaling $500,000 or more. However, we understand that financial planning needs vary, and we have a team of experienced advisors who can assist clients with different asset levels and financial goals. Whether you have a substantial investment portfolio, are just starting your wealth-building journey, or fall in between, our team is equipped to provide expert guidance to help you achieve your financial objectives
How do I know if your financial planning services are the right fit for my needs?
It's essential to have a preliminary consultation to determine if our services align with your financial goals and expectations. During this initial meeting, we'll discuss your specific needs and assess how we can help you achieve your objectives. This consultation allows us to determine if our expertise and approach match your requirements.
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Securities offered through Registered Representatives of
Cetera Financial Specialists LLC
(doing insurance business in CA as CFGFS Insurance Agency LLC, CA insurance license #0E28878), member
FINRA/SIPC
. Advisory services offered through Cetera Investment Advisers LLC. Advisory services also offered through MML Investors Services, LLC. Cetera entities are under separate ownership from any other named entity. Home offices at
1450 American Lane, Ste. 650, Schaumburg, IL 60173; phone 888-528-2987.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at
www.ceterafinancialspecialists.com
.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Contact Us
(703) 544-7960
29412 Picana Lane
Wesley Chapel, FL 33543
