Thomas Anderson (CFP®)
Thomas Anderson focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Havaplan Financial we serve people regardless of their level of wealth. Our practice focuses on young couples and pre-retirees. As a Certified Financial Planner™ professional, I am a fee-only fiduciary. We provide services hourly or Assets Under Management, whichever our clients prefer.
As comprehensive financial planners, we work with clients on:
Cash flow analysis (Budgeting)
Retirement planning
Investment management / review
Tax planning
Goal Setting
Insurance review
Debt reduction
Student loan payoff strategies
Education savings
Estate planning review
Additional Information
I am a CERTIFIED FINANCIAL PLANNER® professional and have been with Havaplan Financial since 2023. I am a graduate of UCLA’s Personal Financial Planning Program.
Prior to entering the financial planning profession, I worked as a professional engineer after earning my bachelor’s degree in mechanical engineering from California State University Long Beach. I later transitioned careers to financial planning to pursue my passion for personal finance and helping others.
I first met our CEO Laurie in 2021 when I joined the Financial Planning Association Pro Bono Committee. Since then, we have worked closely together in both their professional practice and volunteer efforts to promote financial literacy within the community.
Some other passions of mine are playing ultimate frisbee and golf, cheering on the Dodgers and Steelers, and spending time outdoors whenever I can.
NAPFA Start Date
June 22, 2026
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