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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Frederick Clerici

Senior Vice President

Frederick Clerici

Senior Vice President

Location: North Hills
Phone: (724) 940-0990 x 1622

Fred Clerici is a Senior Vice President and Financial Advisor with Hefren-Tillotson, Inc.

Fred is a partner of a dynamic group within Hefren-Tillotson called The Simon Group. The group specializes in financial planning and money management for entrepreneurs, business executives, retirees and professional athletes.

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Within The Simon Group, Fred and Associate Vice President, Ryan Larkin work as a team. Their combined experience in financial planning and investment management, along with Hefren-Tillotson’s extensive resources, allow them to offer the highest level of client service and expertise to a wide variety of clients.  Their focus is on investment recommendations, retirement analysis, insurance strategies, estate planning, and tax planning.  

Fred joined Hefren-Tillotson in 1999. Prior to joining the firm, he worked in the Health Care field for eleven years as a clinician, business owner and ultimately as a Regional Director of Clinical Services for a national corporation.

Fred earned a Bachelor of Science degree in Physical Therapy from the University of Pittsburgh’s School of Health Related Professions in 1988.

Born and raised in Beaver Falls, Pennsylvania, Fred has been active in many civic areas, including board of director positions for Big Brothers/Big Sisters of Beaver County and The Children's Center of Pittsburgh. Fred, his wife Lisa, and their three children, Cameron, Lena and Maylee reside in Mars, PA.

Fred is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

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The Simon Group

Krisa EstermyerJan BarkerJohn MackieKris RodgersNanette ParaccaDana Zarnich
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.