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 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.