Robert I. Sandberg [ChFEBC℠, CFP®, MS
A Certified Financial PlannerTM practitioner]
10808 S. River Front Parkway
South Jordan, UT 84095
Original Certification Date: 10/19/2009
ChFEBC℠ Number: S451009RS
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, KY, OR, WA, WY
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.