Jerry Sunde

MBA, CFP®, FIC, CIMA®, BFA™

Wealth Advisor

Financial guidance focused on your goals and values.

State(s) Licensed:   AZ, CA Insurance Lic. #4126930, FL, MN, MT, NE, NV, TX, WI

Phone 763-294-7717
Address

701 Xenia Ave. S., Suite 550
Golden Valley, MN 55416

Jerry Sunde

Financial guidance focused on your goals and values.

State(s) Licensed:   AZ, CA Insurance Lic. #4126930, FL, MN, MT, 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. 

See Ethical Duties of CFP® Professionals

MEETING OPTIONS:

In-Person | Virtual – Zoom | Phone

701 Xenia Ave. S., Suite 550, Golden Valley, MN 55416


To schedule a complimentary consultation, select preferred option below:

In-Office Meeting | Zoom Meeting | Phone Meeting

or call 763-294-7717

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Golden Valley Office

Phone:
763-294-7717
Mobile:
920-333-0361

Hours

M – F: 9 a.m. – 5 p.m.