Advisor Resume

 

 

 

Resume of

Scott J. Friberg, CPA, CFP®, CFS, CEP®

 

Summary:

 

Scott is a CPA, CERTIFIED FINANCIAL PLANNERTM professional, Certified Fund Specialist, Certified Estate Planner, and is the founder of Friberg Wealth Management Group.  Scott is a financial professional with over 20 years of experience in financial planning, finance, accounting, banking, and business planning. Scott works with individuals and entrepreneurs in the areas of personal and business financial planning, wealth advising and risk management.

 

 Education:

 

M.S. Accounting, University of Virginia, Charlottesville, Virginia

B.S. Business Administration, George Mason University, Fairfax, Virginia

 

Certifications and Licenses:

 

Certified Public Accountant, Virginia

CERTIFIED FINANCIAL PLANNERTM Professional - CFP® Certificant

Certified Estate Planner - CEP®

Certified Fund Specialist - CFS

Life and Health Insurance License, Virginia

General Securities Registration - Series 7 held with LPL Financial

Combined State Law Agent/Registered Investment Advisor - Series 66 held with LPL Financial

  

Affiliations:

  

Registered Representative – LPL Financial

Investment Advisor Representative – LPL Financial

Member - Institute of Business and Finance (IBF)

Member - National Institute of Certified Estate Planners (NICEP)

Member - Financial Planning Association (FPA) - National Capital Area 

 

 Personal:

 

Wife Sandy – Married 30 years

Children – Sarah, Jennifer, John

Residence – Round Hill, VA

Hobbies – Boating, Camping, Biking, Travel, Nature, Personal Goal Setting

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who succesfully complete CFP Board's initial and ongoing certification requirements.