Our Team

The people who work at Fedor Financial Group, LLC, not only have the knowledge and experience to help you pursue your financial goals but also are dedicated to helping you reach those goals. David has experience working in the financial services industry dating back to his time at MassMutual in 1990. We are always ready to address your concerns, answer your questions, and put you at ease.

David Fedor, CFP®, CRPC®

CEO

David E. Fedor, CFP®, CRPC®

CEO & Founder, Fedor Financial Group, LLC

For David Fedor, financial planning isn’t just about spreadsheets and market cycles—it’s about people, longevity, and the peace of mind that comes from feeling confident you won’t outlive your resources. As the founder of Fedor Financial Group in West Springfield, David’s mission is simple: to help his neighbors afford the retirement they’ve worked a lifetime to earn.

A Foundation Built on Local Values

David’s work ethic was forged right here in Western Massachusetts. Growing up in Easthampton, he spent his summers from the age of ten at his father’s car dealership. Moving from “wash boy” into management, he learned firsthand from his father, Eddie, the importance of integrity and the power of long-term savings and investing.

That local upbringing remains the heartbeat of his practice. Today, David is proud to manage wealth for many families spanning multiple generations, maintaining relationships that have flourished for decades.

The Path to Independence

After graduating from Bentley University in 1989, David began his career as an analyst at MassMutual. A few years later, a chance meeting with a talented professional at John Hancock changed everything—she didn’t just recruit him to the firm; she eventually became his wife.

While David gained invaluable experience at major institutions like Bank of America and Merrill Lynch, the 2009 subprime mortgage crisis served as a turning point. Watching large banks prioritize bailouts and profit margins over people, David realized his clients deserved better. In 2010, he left the "corporate security blanket" to found Fedor Financial Group. By choosing an independent path and partnering with Commonwealth Financial Network®, David ensured that his sole focus would always be his clients—not a corporate bottom line.

Expertise with a Personal Touch

David believes that "good enough" isn’t enough when it comes to retirement. To better serve his clients, he earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor (CRPC®) designation. These rigorous credentials allow him to build sophisticated, risk-reduction strategies that help turn complex financial goals into reality.

As a primarily fee-based advisor, David’s success is directly tied to your own. If you succeed, the firm succeeds. It’s a transparent, honest way of doing business that helps to mitigate the conflict of interest often found in big-bank and insurance sales environments.

Beyond the Office

David lives in Agawam with his wife, Janice—a college professor—they have three daughters. When he isn’t helping clients navigate retirement, you can usually find him outdoors. He is an avid pickleballer, and loves to volunteer during his spare time. Dave currently serves on the board of the Hampden County Estate Planning Council and was a board member of the Greater Springfield Senior Services and the Alzheimer’s Association. He enjoys volunteering at local colleges giving talks about personal finance. He’s also a true believer in the restorative power of daily meditation and mindful awareness.

david@fedorfinancial.com


Kelly Rodriguez

Kelley Rodriguez

Client Services

Kelley@fedorfinancial.com

Kelley Rodriguez is a client services assistant at Fedor Financial. She assists Dave in everything related to client management. This often includes scheduling appointments for frequent portfolio reviews with clients and handling beneficiary changes and address changes.

After years of being a stay-at-home mom to her four children, Kelley decided to go back to school. She enrolled in Springfield Technical Community College when her youngest started kindergarten. She graduated from STCC with an associate degree in accounting administration and a certificate in customer service. The courses she took were very helpful in her role today!

Kelley believes that being a mother has greatly helped with her natural ability to treat our clients as members of our financial family. Whether it's on the phone, in person, or even through email, her caring nature and personal touch create an interpersonal connection that leaves our clients feeling safe, special, and part of a family.

While not working, Kelley enjoys spending time with her husband, kids, and family. She has three boys, ages 30, 27, and 16, and one girl, age 14. They spend their summer vacations at the Old Orchard Beach, ME with extended family and spend as much time as they can with their good friends. Kelley loves to read fiction novels but sometimes has trouble making herself go to bed when the book is interesting!