Lynn Frehner is the founding principal of Frehner Wealth Management. For nearly two decades, Lynn has assisted clients by applying his experience in the development of wealth management and asset protection strategies. Lynn’s individual, family and small business clients have benefited from his knowledge across multiple economic and market cycles.
Exercising great care over his clients has earned Lynn the Five Star Wealth Manager Award* in 2013. He was recognized as a top LPL Financial advisor and named to LPL's Directors Club. This premier award is presented to less than 15% of the firm's approximately 16,000 advisors nationwide, and is based on production. LPL Financial’s size, scope and support assist Lynn in offering his clients financial guidance that supports every stage of their lives and product recommendations that put them on the path to pursuing their goals.
Lynn is a CERTIFIED FINANCIAL PLANNER®. Lynn’s Series 7, General Securities Representative, and Series 24, General Securities Principal, registrations are under the jurisdiction of FINRA through LPL Financial, which is a member of FINRA and SIPC. Lynn also holds his California Insurance License (number 0C77712).
Lynn joined the Navy in 1987 and served his country for six years. He served during the Persian Gulf War from 1990-1991 and was stationed aboard the USS Florikan (ASR-90) and the USS Ogden (LPD-5). Military life helped Lynn fine tune his organizational skills and instilled an attention to detail that carries on with his clients.
Lynn is passionate about educating the public and offers educational classes designed to inform attendees about financial, goal-based, and retirement planning. He believes the cornerstone of a good relationship is communication and that planning is the most important step toward pursuing a solid financial future.
Lynn relishes spending time traveling, golfing and weight training with his two boys. He also enjoys watching his youngest son play high school and club volleyball, both indoors and at local southern California beaches. Lynn is a wine and food enthusiast and loves searching for the next great restaurant.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.