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
About Tom Fredrickson
Good financial planning is not very complicated. It’s just common sense applied with…
Experience
Investment Advisor Representative
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
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