Robert Sandberg
College for Financial Planning
Tell me more about Robert Sandberg?
Robert Sandberg is a highly experienced financial professional with 26.5 years of work experience. He specializes in wealth management, strategic financial planning, retirement, investments, and financial advisory. Based in South Jordan, Utah, he holds a master's degree in financial planning and a CERTIFIED FINANCIAL PLANNER certification. With a strong background in the financial services industry, Robert has obtained various certifications and has worked with a wide range of clients, including federal employees, veterans, and government agencies. He is also a Chartered Federal Employee Benefits Consultant.
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About
Mr. Sandberg has worked in the financial services industry since 1997. He has a master’s degree in financial planning, and has received his CERTIFIED FINANCIAL PLANNER™ certification. 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. Specialties: CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative, Registered Representative, Life and Health Insurance Agent, and Chartered Federal Employee Benefits Consultant. Can I Help You?If you are one of the following, I can help educate you about your benefit options: Federal Employee (Feds), Veteran (Vets), Department of Veterans Affairs (VA), Veterans Administration, Social Security Administration (SSA), Navy, Army, Marines (USMC), DOD, Military, Soldiers, Troops, Service Members Government Employee (Gov, Govt, Gov’t, Govts, Govn, Govmt, Govs, Gvmnt), Postal Carrier, Postal Worker, UPS, USPS, United States Air Force (US Air Force, USAF), Airmen, Air Force One, Armed Forces, US Navy, VA, DOL, Department of Defense (DOD), Federal Aviation Administration (FAA), USDA, Department of Labor (DOL), Department of Corrections (DOC), Department of Transportation (DOT), Politicians, Department of the Interior (DOI).
...See MoreWork Experience
Certified Financial Planner | Retirement Consultant | Nurse | Licensed Occupational Therapist | Public Pension
Registered Representative
Registered Representative
Financial Services
Robert Sandberg's Professional Milestones
- Registered Representative (2011-01-01~): Expanding client base through effective marketing strategies and effective communication.
- Founder | Chief Executive Officer (2009-09-01~): Building a successful business from scratch, driving profitability and brand recognition through strategic planning.
Education
Financial Planning
Skill
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
Certification
Colleagues
Other Named Robert Sandberg
Frequently asked questions
We found 3 Robert Sandberg's email addresses
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Robert Sandberg's social media include: Linkedin,
Robert Sandberg works for Securities America Inc.
Robert Sandberg's role in Securities America Inc. is Certified Financial Planner | Retirement Consultant | Nurse | Licensed Occupational Therapist | Public Pension
Robert Sandberg works in the industry of Financial Services
Robert Sandberg's colleagues are Paul Podrid,Byron O Smith,Joseph A. DeLuca
Robert Sandberg's latest job experience is Certified Financial Planner | Retirement Consultant | Nurse | Licensed Occupational Therapist | Public Pension at Securities America Inc.
Robert Sandberg's latest education in College for Financial Planning