Fred Lundin, CPA PFS CFP

Certified Public Accountant with nearly 10 years experience specifically in the private wealth management field including insurance planning, working for an independent wealth management office affiliated with a broker dealer (Both Series 7 and Series 66), as well as Life and Health Insurance licenses. Focus primarily on development of systems and processes around strategic profitability of the firm. Have conducted numerous profitability studies, risk analysis, ROI, budget and forecast reporting, and more. My key focus is to ensure that the client understands and has clear expectations of the work to be done. Through communication and collaboration, I will ensure that your project is completed in its entirety to meet or exceed your expectations.