Tom Fredrickson

Investment Advisor Representative @Cgn Advisors, Llc

Brooklyn, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2012 — Present

Investment Advisor Representative @Cgn Advisors, Llc

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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

2006 — 2007

Boston University

Certificate in Financial Planning, Financial Planning

N/A

Northwestern University

BA, MSJ, English, Journalism

SKILLS

InvestmentsInvestment ManagementCollege Savings PlansMutual FundsFinancial AdvisoryWealth ManagementRetirementStrategic Financial PlanningInvestment AdvisoryHolistic Financial PlanningRetirement Planning

ABOUT TOM FREDRICKSON

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

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