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Frederick J. Wertlieb, CLU, CFP, ChFC, AEP

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FredWertlieb_h Frederick J. Wertlieb, CLU, CFP, ChFC, AEP
Co-Managing Member
owR Opinion, L.L.C.
6 Raritan Road
Oakland, NJ  07436
Phone:  201-857-1201
Fax:  201-651-7702
Email:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Fred Wertlieb is the managing partner of owR’s administrative office located in Oakland NJ. He was Co-Chairman of the New York Chapter Society of Financial Service Professionals’ Journal Discussion Group.  He is a member of the Board of Trustees of The Foundation for Philanthropy, Inc., a member of the New York, North Jersey and Bergen County Estate Planning Councils, and an associate member of AALU, the Association of Advanced Life Underwriters.

Mr. Wertlieb was the President and Founder of Financial Care Inc.  "FCI", a New Jersey corporation specializing in Charitable Trust administration which he sold to Santa Fe Trust, a New Mexico trust company.  He served on Santa Fe Trust’s Board for a number of years both as a Member and ultimately as Chairman.  Prior to creating "FCI", he was President and Director of Integrated Resources Philanthropic Financial Services, a division of Integrated Resources specializing in Charitable Financial Planning.

In the late 70’s Fred was known in the trade as "Mr. Keypact", as he was one of the early marketers of computer assisted selling systems.

He holds a Master of Financial Services degree from the American College. He was a founding board member of the New York Chapter of the IAFP where he served for 6 years. He has been quoted in "Forbes", "The Financial Planner", "The National Underwriter" and "The Chronicles of Philanthropy". He is a published author, having written a number of articles on tax planning ideas, two of which were published in the journal of the Financial Services Professionals.

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