William Fredrickson

Financial Advisor

Email:

bfredrickson@osaicwealth.com

Phone:

(707) 332-7774

Fax:

Office(s):

160 Willowgreen Place, Santa Rosa, CA. 95403

Assistants:

Specialities:

Retirement Planning

Investment Management

Estate Planning

Tax Strategy

Insurance Solutions

Wealth Transfer

Languages

Artisan Capital Partners

About William Fredrickson

Bill Fredrickson is evolving financial advisor who specializes in asset protection and consistent Income in Client's accounts. He enjoys problem solving, estate planning and retirement planning using a holistic approach across multiple generations for clients. With nearly 3 decades of experience, Bill creates custom solutions for each client. He holds a Certified Financial Planner™ (CFP®).

Bill's house burned down in the Tubbs fire in 2017 and after recovering from the shock, reinvented himself and his practice. After working as a project manager on the rebuilding of his home, he was reinvigorated to upgrade services, technology and efficiency of his practice. He has grown his Assets under Management by over 400%. This is a business he loves.

In his spare time, he is writing a book about the 12 Steps and the Process Enneagram marrying the structure of the 12 steps with the Spiritual Growth practices of the Enneagram.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Artisan Capital Partners is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.