Jerry Sunde
MBA, CFP®, FIC, CIMA®, BFA™
Financial guidance focused on your goals and values.
State(s) Licensed: AZ, CA Insurance Lic. #4126930, FL, IA, MN, MO, MT, NC, NE, NV, TX, WI
701 Xenia Ave. S., Suite 550
Golden Valley, MN 55416
Financial guidance focused on your goals and values.
State(s) Licensed: AZ, CA Insurance Lic. #4126930, FL, IA, MN, MO, MT, NC, NE, NV, TX, WI
Confidence & Clarity!
Welcome! My goal as a CERTIFIED FINANCIAL PLANNER™ professional is to equip you with the confidence & clarity you need to work towards your goals. I specialize in Wealth & Investment Management, Retirement Planning, Estate & Legacy Planning and Insurance Planning.
My comprehensive approach will help align your finances with your goals, values, and priorities. Whether that's making the most of your retirement, and/or efficiently leaving assets to people and organizations you care about the most, my focus is to provide a customized plan and strategy by integrating advice and solutions that are tailored to fit your individual needs.
Why I became a CERTIFIED FINANCIAL PLANNER™ professional.
When you choose a financial advisor, you’re looking for a partner to help you achieve your goals. A CERTIFIED FINANCIAL PLANNER™ professional understands the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior, THE CODE OF ETHICS, which requires them to:
• Act with honesty, integrity, competence and diligence.
• Exercise due care.
• Maintain the confidentiality and protect the privacy of client information.
• Act in the client’s best interests.
• Avoid or disclose and manage conflicts of interest.
• Act in a manner that reflects positively on the financial planning profession and CFP® certification.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Golden Valley Office
- Phone:
- 763-294-7717
- Mobile:
- 920-333-0361