Freda Cai

With the knowledge that comes with more than ten years of experience in the financial services industry, Freda helps clients realize their long-term financial goals through financial planning. She provides a comprehensive approach to wealth planning, risk management, and estate planning to individuals, families and fiduciaries.

Freda employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right guidance and tailored financial strategies designed to meet her clients’ specific needs. From financial planning to comprehensive portfolio review, Freda’s recommendations are designed to be solely in the interest of helping you achieve your financial goals while striving to create as much certainty, and as little risk, as possible.

Freda joined Raymond James in 2022. She was previously with JPMorgan for over seven years. She attended the University of Michigan, where she majored in economics.

Freda lives in downtown Chicago with her husband and their cat. Active in her community, Freda regularly volunteers at her local animal shelter, where she adopted her cat. Freda is also a certified sommelier and enjoys both an active wine collection and continuing wine education.

Raymond James is not affiliated with the above organizations.

Raymond James and its advisors do not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.