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Tom Fredrickson, CFP®

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Tom Fredrickson, CFP®

Fredrickson Financial Planning
552 16th St.
Brooklyn NY 11215


Specialties and Fee Structures: College Funding, Retirement Planning, Cash Flow and Budgeting, Mutual Funds and Stocks and Bonds, Hourly, Fixed Fees, Assets Under Management

About

Tom, having witnessed conflicts of interest in the financial services industry during his many years as a financial journalist, decided to dedicate himself to becoming a financial advisor for whom fairness and objectivity were a way of life, not a slogan.

Tom does that today as a financial planner with the Garrett Planning Network. He helps people plan for college and retirement and has extensive experience reviewing and managing investments.

“Garrett planners stand apart for their fair play,” says Tom, who has been a personal financial planner for more than five years.  “They make me feel good about being in this industry.”

While working as a senior reporter at Crain’s New York Business, Tom found the time to take the coursework and pass the rigorous exam required to become a CERTIFIED FINANCIAL PLANNER™ professional.

Armed with that experience, Tom went to work for Manhattan-based Altfest Personal Wealth Management. Working as a financial planner and advisor, Tom put together comprehensive retirement plans for dozens of clients and answered questions on topics ranging from mortgages and real estate to college funding, annuities and insurance.

Tom also played a key role on the investment side of the business. He was co-head of municipal bond trading and served on Altfest’s Investment Committee. He also handled day-to-day account management and served as a primary point of contact for many clients.

Tom lives in the Windsor Terrace neighborhood of Brooklyn with his wife, son and two dogs. In his spare time, Tom likes to cycle and run in Prospect Park. He is a member of the Financial Planning Association.

Contact Tom to learn more about his services and to schedule a free no-obligation Get Acquainted meeting.
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Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC-registered investment advisor. Tel: (910) FEE-ONLY.

Contact Me

Phone: (347) 889-5114

Specialties and Fee Structures: College Funding, Retirement Planning, Cash Flow and Budgeting, Mutual Funds and Stocks and Bonds, Hourly, Fixed Fees, Assets Under Management

My Email: Tom@fredricksonfinancial.com

My Website: http://www.fredricksonfinancial.com

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