Michael Anderson (CFP®)

Michael Anderson focuses in the
following client markets or areas of practice:

  • Hourly
  • Middle Income Client Needs
  • Special Needs Planning
  • Tax Planning

Planning Specialties

I am an advice-only planner. This means I do not sell products or take custody or control of client assets. This may be a perfect fit for clients that: - Have the majority of their assets in workplace plans like a 401k or pension. - Are DIY investors and prefer to maintain control or use different brokerage options - Desire a more collaborative process and education as opposed to "handing the keys" to their advisor - Prefer an hourly or project based method to pay for advice

Additional Information

Hi, I'm Michael Anderson. Thank you for viewing my profile! Here's a little about me: I'm a husband, happily married (out of my league!) to the love of my life. I'm also a father of three amazing kids. I'm an avid audiobook listener and love to play and write music. People often ask how I got started in the financial industry. It all began when I was just 15 years old, working as a teller at our small-town bank in Spring Hill, Kansas. Let's just say I caused a bit of a stir, and the age requirement has since been raised! But I'm eternally grateful to Sharon for taking a chance on me and showing me the ropes of professionalism. After meeting my soulmate and getting married, I landed a job with Fidelity Investments through a referral. I'm indebted to that company and the incredible people I worked with for teaching me, correcting me, and showing me the true meaning of caring for clients. My favorite mentor and role model was Marty. His clients were always thrilled to see him, and he genuinely loved seeing them too. He had such a positive attitude, listened intently, and constantly pushed himself to improve. It was inspiring to watch. He operated with integrity, empathy, and precision. I aspired to become an advisor and run a business just like Marty. Today, I work with couples and families like my own – people who are passionate about their jobs and businesses and want the best for their loved ones. Every day, I get to listen to their stories, understand their values, and translate them into comprehensive financial plans. The work we do together gives them confidence, peace of mind, and a newfound sense of financial security.

NAPFA Start Date

March 26, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1455 Frazee Rd Ste 500 San Diego, CA 92108-4350 Phone: (619) 374- 2261

Other Offices

38960 Burton Creek Lane Murrieta, CA 92563 Phone: +1 (801) 473-5327