Fred Amrein is the founder and owner of Amrein Financial.  He earned a MBA in Finance and Bachelor of Science degree with dual majors in Accounting and Marketing from Saint Joseph’s University. Fred is a nationally recognized expert in college funding, financial aid and student loan repayment process. He also holds the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr.

As an advisor, educator, speaker and writer, Fred works to educate his clients and the public on various personal financial issues. He is an expert on the entire college funding process. His personal financial planning knowledge helps families make better college funding decisions. Fred’s unique approach brings together the financial aid process, college saving plans, educational tax strategies and the various financing options to lower the cost of education. In addition, he has an understanding of the importance of the educational outcome that includes knowledge of student loan repayment, consolidation and forgiveness.

Fred is the author of Financial Aid and Beyond: Secrets to College Affordability. As the book title implies, the college financial decision goes beyond the financial aid process for most families. Fred’s goal is to provide better financial information and improve the financial literacy within the college decision.

Fred also developed EFC PLUS, financial planning software that projects the financial outcome of each college based on each family’s financial situation. The EFC PLUS tool generates all of the complicated financial numbers and organizes it in one place.  As development continues, the EFC PLUS tool will provide a solution from saving for college to student loan forgiveness, in one place. It will eliminate the complications and confusion that most student and parent face as they go through this process.

Fred has been quoted in:

  • Wall Street Journal
  • Fortune
  • US News and World Report
  • CNN Money
  • Kiplinger
  • Forbes Magazine
  • Financial Advisor
  • and others

Fred has presented to these organizations:

  • National Association of Personal Financial Advisors (NAPFA)
  • Independent Educational Consultants Association
  • Higher Educational Consultant Association
  • American Institute of Certified Public Accountants
  • National College Advocacy Group

When not assisting his clients, Fred enjoys his family time with his wife and three daughters. He is an active member of his church and has participated on various community boards. Fred also likes a good tennis match or a relaxing round of golf.

His professional affiliations include:

  • National College Advocacy Group (NCAG – Present Board Member)
  • National Association of Personal Financial Advisors (NAPFA)
  • Faculty member of Delaware Community College
  • Higher Education Consultant Association (Vendor Affiliation –  First Financial Planning Firm Approved)
  • Independent Education Consultant Association (Newsletter contributor & Presenter)