Estate Planning
Astrid Tollefsen
Associate advisor. Runs beneficiary audits and trust funding checklists.
Certified: 2023
Languages: EN NO
(919) 555-0142
astrid@fennimoreplatt.com
Astrid joined in 2021 as a paraplanner and became an associate advisor after earning the CFP® certification in 2023. She works with Leontine on estate planning coordination.
She runs the beneficiary and titling audits, follows each trust funding checklist to the last account and writes the one-page executor summaries.
Selected client plans
Education and credentials
BS Finance, East Carolina University, 2020
CFP® certification, 2023
Memberships
Financial Planning Association of North Carolina
Articles written
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