Frederick R. MacLean, Jr. CFA, MBA, CFP^®

Fred is the President and a Founding Partner of Heritage Investment Group. Fred holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida. Fred is also a Certified Financial Planner™ practitioner and is a member of the Financial Planning Association.  He holds a bachelor’s degree from Washington College and an MBA from Florida Atlantic University. As President of the firm, Fred is responsible for the strategic direction of Heritage in addition to oversight of client service and new business development. He is a past president and current member of the Rotary Club of Pompano Beach. Fred is a long-time member of the Planning and Zoning Board for the City of Lighthouse Point. Fred also serves on the boards of the Nova Southeastern University Halmos College of Natural Sciences and Oceanography and the Hillsboro Lighthouse Preservation Society. Fred resides in Lighthouse Point, Florida with his wife Laura and they have two children.  Fred enjoys boating, golfing and traveling.

Certifications