Fred Helfrich, BA, CFP®
Vice President

Fred Helfrich joined SYM Financial Advisors in 1981. For more than 30 years he has lent his expertise to guiding clients through the varied aspects of their wealth management and financial planning efforts.

Fred is a CFP® practitioner, and earned his degree in Mathematics from Hanover College. Prior to joining SYM, Fred held various positions in the financial services and retail fashion industry.

Fred and his wife Jo have four children and four grandchildren. He is active locally with Warsaw Community Church and the KCVelo Bike Club. An avid cyclist, Fred is heavily involved in the local bicycling/pedestrian advocacy effort. In his spare time, he enjoys working on home projects.