Fred Borstad

Certified Exit Planning Advisor®

Certified Investment Management Analyst®

AIF®, CEPA®

Fred is lead partner in Business Owner Succession Strategies’ Exit Planning Strategies, and also works with business owners, professionals, and executives in the areas of estate planning, wealth management, and insurance. Fred is also a managing partner at Waterfront Financial Group.

fred@exitwithboss.com

Contact Fred

OFFICE LOCATION

8000 W 78th, Suite 415
Edina, Minnesota 55439

952-222-BOSS
Mark@ExitwithBOSS.com

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