FREDERICK J. CORNELIUS, CFA, CFP®

PRESIDENT & CEO | FINANCIAL ADVISOR

Fred Cornelius joined Burt Wealth Advisors in 1992 and currently serves as the firm’s President and CEO. In 1989, Fred earned his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning. In 1999, he became a Chartered Financial Analyst Charter holder. These two designations qualify Fred to address both financial planning as well as investment management issues. Fred enjoys helping clients attain their retirement goals and dreams.

Fred is a NAPFA Registered Investment Advisor and a former Treasurer and member of the Northeast/Mid-Atlantic NAPFA Board of Directors. He is currently a member of the Financial Planning Association and has served in a leadership capacity of the Suburban Maryland Chapter of the Institute of Certified Financial Planning, which later became the FPA. Fred was a former board member of the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. He is also a member of CFA® Institute, CFA® Society Washington DC and in the past has written abstracts for the CFA® DIGEST.

Fred has been recognized by Worth Magazine as one of the Nation’s Most Exclusive Wealth Advisors, Washingtonian Magazine as a top financial professional and as one of the 150 Best Advisors for Doctors. Kiplinger Personal Finance Magazine listed Fred among the Who’s Who of CFP®’s in Maryland. In addition, Burt Wealth Advisors has been recognized numerous times by CNBC, Bloomberg Wealth Manager Magazine, Northern Virginia Magazine and the Washington Business Journal as being in the top wealth management firms locally and nationwide.

Fred has participated in several charitable endeavors including the Appalachia Service Project, a sandwich ministry that makes and delivers food weekly to local shelters and food banks, So Others Might Eat and Catholic Charities Financial Stability Project and resides in North Bethesda Maryland with his wife and 2 sons.