Project Description

Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant™ as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia.
Freddie is originally from Long Island New York and enjoys coaching baseball. He has coached at the High School and Summer Collegiate levels before electing to coach his own son’s youth league team. He lives in Wesley Chapel Florida with his wife Barbara his son Rylin and daughter Penelope.
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Freddie Rappina, headshot

TOPIC: Checkers vs. Chess – How the Wealthy Play a Different Game and Successfully Invest

Like checkers, middle-class finance involves straightforward moves focused on saving and long-term stock market appreciation with minimal debt, aiming for stability. Like chess, wealthy finance entails strategic leveraging of investments for cash flow, utilizing debt and the stock market as collateral for loans.
While the middle class plays a simpler game of accumulating assets for security, the wealthy play a strategic game, leveraging assets to generate active income streams and allowing for greater financial growth and risk management.

Audience Takeaways:

  • Empower participants with a clear understanding of their current financial strategies

  • Knowledge and motivation to take charge of their financial futures

  • Comprehend the systemic factors contributing to the growing wealth disparity