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Frederic Sjostrom, CFP
Financial Advisor
When I was a Navigator and Tactical Coordinator flying maritime patrol missions in the United States Navy, we would spend three hours preflight planning for a ten-hour mission. How much time have you spent planning for a potential 30-year retirement? I am passionate about ensuring you have a written investment plan based on your specific, defined goals. A plan which, together, we will update as your circumstances change. With a focus on planning, and continuing education, I am a CERTIFIED FINANCIAL PLANNER? practitioner. I have served individuals, couples, professionals and business owners since 1995. I enjoy the sport of ultimate frisbee and helped in the formation of the Birmingham Ultimate Youth Association in 2015, serving on the Board of Directors for BUYA from March 2015 - June 2017. My wife Leslie and I attend Blessed Sacrament in Birmingham.
Certificates
CFP
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