After witnessing the conflicts of interest that were rife in the financial services industry during my years as a reporter and editor, I have tried to walk the talk of fairness and objectivity as a personal financial advisor.
I do that through my fee-only practice, Fredrickson Financial Planning, which I founded in 2012 in the Windsor Terrace neighborhood of Brooklyn. It is an office of CGN Advisors, LLC. I am also a member of the Garrett Planning Network and the National Association of Personal Financial Advisors.
While working as a senior reporter at Crain’s New York Business, I took the required coursework and passed the exam required to become a CERTIFIED FINANCIAL PLANNER™ professional. I then joined a Manhattan-based wealth management firm, where I worked for five years as a financial planner and investment advisor.
Though I enjoyed working on a team, I always dreamt of being self-employed. As an Investment Advisor Representative with CGN Advisors, LLC, an SEC Registered Investment Advisor firm, I enjoy the best of both worlds – a good measure of autonomy coupled with the backing and oversight of ethical, knowledgeable people. Garrett Planning Network founder Sheryl Garrett invented a beautiful wheel that I couldn’t hope to improve upon.
Since setting up shop near Brooklyn’s Prospect Park, I have helped scores of people around the New York City metropolitan area with their investments and financial planning issues.
In my spare time, I enjoy being with my family, reading and playing tennis. I manage to squeeze in an occasional workout at my local Y and try with marginal success to be a responsible homeowner.
Contact me to learn more about my services and to schedule a no-obligation introductory meeting.