Mr. Sandberg believes that everyone can benefit from devoting time to the regular maintenance of their personal financial matters. Every client deserves to be served by a professional adviser who is backed up by a strong and qualified team of professionals. As a financial advisor he has dedicated himself to mastering all aspects of wealth management, and helping clients work towards their financial goals.
Before founding Freedom Point Financial, Mr. Sandberg worked as a Director of the Financial Planning Department at a registered investment advisory firm. His responsibilities included the development and implementation of financial plans and strategies for clients seeking to achieve specific financial goals. Mr. Sandberg also has experience as a Portfolio Manager, a Lead Analyst of a Research Department, and a Lead Researcher for an Investment Committee.
Mr. Sandberg has obtained his general securities registration (series 7), his investment adviser representative registration (series 65), his state uniform securities agent registration (series 63), his life, health, and disability insurance license, his ChFEBC SM designation, his CFP® certification, his BA degree in Economics from Brigham Young University, and his MS degree in Financial Planning from the College for Financial Planning in Greenwood Village, Colorado. He is licensed to sell securities in Utah, North Carolina, Idaho, Florida, Oregon, Washington, and Kentucky. He is licensed to sell insurance in Utah, Idaho, Oregon, Washington, and Florida. He is also advisory licenesed in Utah.
Mr. Sandberg works closely with attorneys, CPAs, and other professionals to help clients find the financial planning, retirement, estate, tax, business, insurance, and investment solutions they need to realize their vision of financial independence. Mr. Sandberg can help you organize your financial life, make critical investment decisions, and reduce the stresses that financial matters can cause.