Bill Friederichs, CFP®
Associate Wealth Partner
Bill Friederichs has had many gratifying moments in his career as a financial advisor—but his favorites have come when he helped anxious clients feel comforted that they and their finances would be just fine. As an Associate Wealth Partner, Bill works with our clients to clarify their goals and dreams, then puts a financial plan in place to help them achieve their objectives.
Bill has had a lifelong interest in personal finance and got started in investing when he was still a teenager. After studying accounting and finance at Moorhead State University, he launched his career in financial services, providing comprehensive planning for clients ranging from entrepreneurs to medical professionals. Today, at BGM Wealth Partners, he builds plans to help meet clients’ diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis.
Outside of work, the Lake Elmo resident stays busy with his family and in the community. Bill is a frequent volunteer, including serving meals to the homeless and had coached soccer and softball for years. He also enjoys skiing, biking, and traveling, especially to the Caribbean.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- B.S., Accounting, Business Administration and Finance, Moorhead
- Member, Financial Planning Association (FPA)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements