Michael Anderson, CFP®
Advice-Only Financial Planner
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Serving Clients Nationwide
Advice-Only Financial Planner
Areas of Focus
- Biblical Finance
- Financial Life Planning
- Investing
- Loss of Spouse or Partner
- Owning a Business
- Special Needs Planning
- Women & Wealth
About Michael Anderson, CFP®
Welcome to my page! I’m a dedicated financial advisor, a proud husband to my wonderful wife, and a father to three incredible children. In my free time, I enjoy listening to audiobooks and creating music.My journey in finance began at age 15 as a teller in a small-town bank in Spring Hill, Kansas. That early experience, thanks to a mentor named Sharon, sparked my passion for the industry and taught me the value of professionalism.
After marrying my lifelong partner, I joined Fidelity Investments through a referral. There, I was fortunate to work alongside inspiring colleagues, especially my mentor Marty, whose integrity, empathy, and dedication to clients left a lasting impact. His approach inspired me to build my own practice with the same commitment to excellence.
Now, I partner with couples and families who share my values of hard work and care for their loved ones. My goal is to listen to their unique stories, understand their priorities, and craft personalized financial plans that provide confidence and security.
I’d love to learn about your family’s aspirations and how I can help you achieve them. Feel free to share your goals with me!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Advice Only Network
- Fee Only Network
- Garrett Planning Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Murrieta, CA, 92563
Video
https://www.youtube.com/@michaelandersonfinanceMeeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About AdviceOnly
AdviceOnly is the new home for independent financial advisors who want to work with clients through a service model and business model that they feel great about.Education
Western Governors University, Bachelors, Business Management
Hobbies and Interests
- Church
- Dancing
- Family
- Music
- Reading
- Writing
SEC Lookup
View DisclosureWho We Serve
- DIY Investors
- Dual Income Family
- Engineers
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Single Women
- Widow
- Women in Transition
- Young Families
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Write a Review
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Answered My Questions
Thorough, actionable, and personalized financial advice! Thank you!
Great experience
Empathy, Accuracy, Dilligence
Knowledgeable and insightful
Very helpful
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