Michael Anderson (CFP)

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

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Divorce Planning
  • Entrepreneurs
  • High Net Worth Client Needs
  • Middle Income Client Needs

Planning Specialties

Why I do Fee Only financial planning

Growing up, my parents didn’t have a plan for their future or even their next thirty days. It was a hand-to-mouth effort each month – one that I vowed not to repeat.  My dad always encouraged me to do better than he was able to. When I left for college, I took his encouragement to heart: My goal was to not only do better for myself and my family, but to help others do the same.

Solid financial management has had a huge impact on my life, and I find it incredibly gratifying to help others in this way.  Outside of the office, I love spending time with my wife, Annie, and our three boys. We live in Ventura, CA.

What are the Fees to work with you?

The fees are set based upon our scope of engagement. We must talk to determine what is involved with working together.  This first meeting is free, there is no cost or obligation, we will simply connect to determine if there is a basis to work together.

 

Additional Information

Hobbies include: Family time, Golf, basketball, tennis & raising 3 young boys. 

NAPFA Start Date

February 24, 2017

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This Office

1106 S Seaward Ave Ventura, CA 93001-3849 Phone: (805) 766-1715