Robert Sandberg
Founder & CEO at Freedom Point Financial | South Jordan, Utah, United States
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Robert Sandberg is a seasoned financial services professional with over two decades of experience, currently serving as the Founder and CEO of Freedom Point Financial. Since establishing the firm, Mr. Sandberg has been dedicated to providing comprehensive financial advisory services that empower clients to achieve their financial goals. His expertise in strategic financial planning, retirement strategies, and investment management has positioned Freedom Point Financial as a trusted partner for individuals and families navigating the complexities of wealth management.
With a master’s degree in financial planning and the prestigious CERTIFIED FINANCIAL PLANNER™ certification, Mr. Sandberg combines academic knowledge with practical experience to deliver tailored financial solutions. His proficiency extends to estate planning, tax strategies, and 401(k) management, ensuring that clients receive holistic guidance that addresses their unique financial situations. Under his leadership, Freedom Point Financial has launched several key projects aimed at enhancing client engagement and education, including workshops on retirement preparedness and investment strategies.
Mr. Sandberg's commitment to fostering long-term relationships with clients is reflected in the firm’s client-centric approach, which emphasizes transparency and personalized service. His extensive qualifications, including general securities registration (Series 7) and investment adviser representative registration (Series 65), further reinforce his capability to navigate the ever-evolving financial landscape. As he continues to lead Freedom Point Financial, Robert Sandberg remains focused on empowering clients through informed decision-making and strategic financial planning, ensuring their financial futures are secure and prosperous. For more information on his services and philosophy, visit freedompoint.net.
Founder & CEO at Freedom Point Financial in September 2009 to Present
Registered Representative at Osaic Wealth Inc., Member FINRA/SIPC in April 2024 to Present
Investment Advisor Representative at Osaic Advisory Services, LLC in November 2024 to Present
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Wealth Management
Strategic Financial Planning
Retirement
Investments
Financial Advisory
Financial Planners
Life Insurance
Series 7
Securities
Series 63
Disability Insurance
Estate Planning
Asset Managment
Insurance
Tax
Financial Reporting
Retirement Planning
Personal Finance
Employee Benefits
Pensions
Investment Management
401k
Series 65
Financial Services
Investment Advisory
Portfolio Management
Estate Tax Planning
Finance
Mutual Funds
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Discover more about Freedom Point FinancialWhat is Robert Sandberg email address?
Email Robert Sandberg at [email protected] and [email protected]. This email is the most updated Robert Sandberg email found in 2026.
What is Robert Sandberg phone number?
Robert Sandberg phone number is +18012708545 and +19035209258.
How to contact Robert Sandberg?
To contact Robert Sandberg send an email to [email protected] or [email protected]. If you want to call Robert Sandberg try calling on +18012708545 and +19035209258. (updated on November 04, 2024)
What company does Robert Sandberg work for?
Robert Sandberg works for Freedom Point Financial
What is Robert Sandberg's role at Freedom Point Financial?
Robert Sandberg is Founder & CEO
What industry does Robert Sandberg work in?
Robert Sandberg works in the Financial Services industry.
Robert Sandberg Email Addresses
Robert Sandberg Phone Numbers
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