After witnessing the conflicts of interest that were rife in the financial services industry during his many years as an award-winning financial journalist, Tom Fredrickson, CFP® dedicated himself to becoming a financial advisor for whom fairness and objectivity were a way of life, not a slogan.
Tom does that today through his fee-only practice: Fredricksom Financial Planning, an office of Garrett Investment Advisors, LLC. Tom is also a member of the Garrett Planning Network.
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 joined Manhattan-based Altfest Personal Wealth Management, where he worked for nearly five years as a financial planner and advisor.
Tom put together dozens of in-depth retirement plans and answered questions on topics ranging from mortgages and real estate to college funding, annuities and insurance.
He played a key role on the investment side of the business at Altfest. Tom 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, the founder of Fredrickson Financial Planning, has been quoted on investing and financial planning in the Wall Street Journal, Smart Money and the Daily News.
He lives in the Windsor Terrace neighborhood of Brooklyn with his wife, son and two dogs and has a second home in West Milford, New Jersey. In his spare time, Tom likes to cycle and run in Prospect Park and compete in biathlons and triathlons. Tom, a member of the Financial Planning Association, holds a bachelor's degree (English) and master's degree (journalism) from Northwestern University.
Contact Tom to learn more about his services and to schedule a no-obligation introductory meeting.