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



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.