Michael Anderson, CFP®
Advice-Only Financial Planner
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AdviceOnly
Michael Anderson, CFP®
Murrieta, CA
Serving Clients Nationwide
Advice-Only Financial Planner
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Financial Life Planning
- Investing
- Owning a Business
- Retirement Planning
- Taxes
About Michael Anderson, CFP®
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.
I'm excited to get to know you and help you achieve your family's goals.
Let me know, what are some of your family's financial goals? I'd love to hear about them!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- XY Planning Network
Primary Location
Murrieta, CA, 92563
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Flat Fee
- Hourly Rate
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
- Dancing
- Family
- Music
- Reading
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Great experience
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
Michael was great to work with, this was my first time really engaging with a financial planner so I didn't know what to expect but he really took his time and explained things along the way. It really felt like he considered our situation and our needs and gave helpful ideas that went beyond the "usual". I'd definitely recommend Michael to anyone that is looking for someone to help them plan for their future.
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Empathy, Accuracy, Dilligence
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
Michael is an exceptional financial advisor. He is deeply empathic and showed great expertise. He truly listened to my goals, concerns and showed results. His advice is always accurate, well researched, and clearly explained. I’m especially impressed with how proactively he monitored my portfolio, provided timely updates, and adjusted strategies as needed.
Would highly recommend! 5 stars!
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and insightful
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
He made the process easy and enjoyable. Answered all of my questions and put us on a plan towards success!
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very helpful
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
Michael helped me to get all my ducks in a row. He gave great insights and advice on my personal situation and was incredibly friendly and helpful throughout our process.
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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