Will Froelich

Client Advisor

Download vCard

Will Froelich is a Client Advisor with MRA Associates. He works with client families on a variety of wealth management issues including investment advisory, financial planning, tax planning, estate planning, and other wealth management services. His professional focus is on investments and portfolio management.

Prior to MRA Associates, Will was the Family Investment Officer of GenSpring Family Offices’ Costa Mesa, CA and Los Angeles, CA offices. In that role, he was responsible for the introduction, implementation, and management of GenSpring’s investment process for families in Southern California and the West. Will earned a Master of Science in Management with a concentration of finance as well as a Bachelor of Science in Finance from the University of Arizona’s Eller College of Management. He is a CFA® Charterholder and CERTIFIED FINANCIALPLANNER™ professional.

Will serves on the both the Finance Council and Investment Council for the Roman Catholic Diocese of Phoenix. He also serves on the Finance Council of his local parish (and kids’ school) St. Thomas the Apostle in Phoenix. He serves as a member of the golf committee at Phoenix Children’s Hospital. The committee’s main focus is raising money for the hospital and coordinating one of the largest grossing charitable tournaments in Arizona.

Will resides in Phoenix with his wife and their four children. He’s an avid golfer, loves everything outdoors, and anything food.

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.