The Team

Friedemann & Associates

Our Staff

Gaye G. Larsen

Gaye G. Larsen

Financial Planning Analyst

Paraplanner
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Contact

gaye.g.larsen@ampf.com

858.486.9902

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.
Josh A. Rendler

Josh A. Rendler

Client Concierge

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Qualifications

  • BS in Financial Services
  • Certificate in Personal Financial Planning
  • Candidate for CFP® certification

Roles & Responsibilities

  • Helping deliver the unique client experience that defines and differentiates the pracitce