Stephen R. Fredriksen is a Financial Advisor, Insurance Agent, and owner of Fredriksen Financial & Insurance Services with over a decade of experience. He founded Fredriksen Financial & Insurance Services in 1996. He is responsible for overseeing all agency functions while coordinating the firm's relationships with regional and national liaisons. He is also a care giver for his aging parents and understands the need for planning. He and his wife Lucy live in Mission Viejo, CA., where they are in involved with the community and reside with their two lovable cats.

CA. Insurance License number 0B95804

Stephen has built a client base that trusts him to answer all of their financial questions in a fair and objective manner. By keeping up with current insurance and financial product trends and offering outstanding service, Stephen has earned a reputation for showing true concern for his clients.

Welcome to a true financial services firm. At Fredriksen Financial & Insurance Services we know that navigating the financial service industry can be overwhelming and confusing at best. Where do you find sound advice? Are all of your needs being considered and addressed? Does your financial planner have a coordinated team of professionals who consider all aspects of your unique situation? To answer these questions we bring together a team of skilled professionals in varying fields to provide a comprehensive and complete plan to meet your financial goals. As a true financial services firm, we are an independent agency who utilizes only the top rated companies to best match your needs. We work for you, not the companies we recommend.

Our Values

We believe serving our clients is the most important aspect of our business. We were founded on the belief that the customer always comes first. This philosophy continues in our work today and into the future.

Customer Service

While we cannot guarantee any investments or other financial vehicles, we can, and do, guarantee your satisfaction with our service. If you feel that the service we provided was not professional and courteous or in any way not to your liking, for any reason what-so-ever, you can count on us to correct the situation.

Availability

Monday - Friday, 8:00 am - 5:00 pm by appointment.

Extended Hours and Special Appointments:

During tax season we maintain extended hours and because we work with students and their families, we will also schedule evening and weekend appointments.

 

Our Commitment

We are committed to helping you develop a strategy that can build and protect your wealth, so you can look forward to your future and retirement with confidence.

CA Insurance License #0B95804 - Life, Health, Variable Contracts. Securities offered through American Independent Securities Group, LLC. Member FINRA/SIPC. 1036 E Iron Eagle Dr, Suite 105, Eagle, ID 83616 (866) 485-4635. Fredriksen Financial & Insurance Services is not affiliated with American Independent Securities Group, LLC.