Robert I. Sandberg [ChFEBC℠, CFP®, MS]
10808 S. River Front Parkway
South Jordan, UT 84095
Original Certification Date: 10/19/2009
ChFEBC℠ Number: 05S1R409S
Organization: Freedom Point Financial
Broker Dealer: Securities America, Inc.
States Currently Licensed:
RIA – UT and many others. Contact advisor for more details.
Securities – UT and many others. Contact advisor for more details.
Insurance – UT and many others. Contact advisor for more details.
State Insurance License #: 126216
CRD #: 3033297
CFP Registration ID#: 95370
Primary Insurance: Most major insurance companies
Primary Investment: 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.