Robert I. Sandberg [ChFEBC℠, CFP®, MS
A Certified Financial PlannerTM practitioner]
Address: 10808 S. River Front Parkway Ste. 375 South Jordan , UT 84095
Original Certification Date: 10/19/2009
Organization: Freedom Point Financial
Broker Dealer: Securities America, Inc.
States Currently Licensed:
- RIA – UT
- Securities – UT, FL, ID, KY, NC, OR, WA
- Insurance – UT, FL, ID, OR, WA
CRD #: 3033297
CFP Registration ID#: 95370
Primary Insurance Companies: Most major insurance companies
Primary Investment Companies: Most major investment companies
Services: Federal and postal employee benefits analysis, retirement, estate, tax, insurance, and investment planning.
Additional Information: Mr. Sandberg has also obtained his series 7, 65, and 63 registrations, his life, health, and disability licenses, his CFP® certification, his BA degree in economics and his MS degree in financial planning.