Tom Fredrickson

Financial Advisor at Fredrickson Financial Planning, Office of CGN Advisors, LLC

Role
Investment Advisor Representative at Cgn Advisors, Llc
Location
Brooklyn, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tom Fredrickson

Good financial planning is not very complicated. It’s just common sense applied with…

Experience

  1. Investment Advisor Representative

    Cgn Advisors, Llc

    Oct 2012 — Present

    Investment advisor representative of and investment advisory services offered CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel:(910) FEE-ONLY. Fredrickson Financial Planning may offer investment advisory services in the State(s) of STATES NOTICE FILED, and in other jurisdictions where exempted.

Education

  • Boston University

    Certificate in Financial Planning, Financial Planning

    2006 — 2007

  • Northwestern University

    BA, MSJ, English, Journalism

Skills

  • Investments
  • Investment Management
  • College Savings Plans
  • Mutual Funds
  • Financial Advisory
  • Wealth Management
  • Retirement
  • Strategic Financial Planning
  • Investment Advisory
  • Holistic Financial Planning
  • Retirement Planning

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Tom Fredrickson — Investment Advisor Representative at Cgn Advisors, Llc in Brooklyn, NY, US | Unifers