Robert I. Sandberg

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.

Phone: 801-984-8066

Fax: 801-984-4335

Email: rob@freedompoint.net

Website: www.freedompoint.net

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 employee retirement planning. Investment and insurance advice. Personal budget setup and maintenance.

Additional Information: CFP, MS degree in Financial Planning, BA degree in Economics. Life, health, and disability licensed. Series 7, 65 & 63 licensed.