Frederick E. Van Patten, JD, LUTCF

Frederick E. Van Patten, JD, LUTCF

At Retirement Group

With almost three decades of experience in financial services, Fred Van Patten focuses his practice on providing education and product knowledge to help his clients make better informed decisions.  In this capacity, he helps people prepare for one of the most important financial objectives of their lives.

As a native of South Carolina, he graduated from the College of Charleston in Charleston, SC, with a BS in Business Administration, and then received a law degree from the Woodrow Wilson College of Law in Atlanta, Georgia.  He began his career with Equitable Life Assurance Society—now Equitable Advisors--in 1983.  In 1999, he further honed his knowledge by completing the Financial Planner Program at Oglethorpe University. Then in 2006, he received his Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.

Fred Van Patten is a life and qualifying member of the life insurance industry’s Million Dollar Round Table.  He is a member of the National Association of Health Underwriters, National Association of Insurance and Financial Advisors and National Association of Plan Advisors. He has been a member of Equitable Advisor’s Hall of Fame since 1994.

Outside of work, Fred has served his community as a Board Member and a Founding Member of the Johns Creek, GA, Chamber of Commerce. He is a member of the College of Charleston Alumni Association, attends Johns Creek United Methodist Church, is involved in a men’s bible study and a non-profit no-kill animal shelter, and is a member of the "Green Man" Big Green Egg competition cooking team. He has been married for 31 years to his wife, Nancy. They have two grown children.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 

California Insurance License #: 0L00119


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