The Partners of the Simon Group

Frederick Clerici

Senior Vice President

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.

Within The Simon Group, Fred and Senior 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.

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

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