Friedemann & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Carl Friedemann

Carl Friedemann

Private Wealth Advisor

Visit Carl Friedemann's website


Team

Gaye G. Larsen

Gaye G. Larsen

Financial Planning Analyst,

Paraplanner

Qualifications

  • Licensed paraplanner to Carl Friedemann
  • 20 years experience with Ameriprise Financial.
  • CA Insurance License OC93688
  • Finra Series 7, Series 66

Roles & Responsibilities

  • Point of contact for all clients of Friedemann & Associates.
  • Process, audit and manage all client paperwork; prepare client transactions and process new business applications.
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