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
Jump to Reviews
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
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.
Thorough, actionable, and personalized financial advice! Thank you!
✅ Wealthtender Certified Advisor Review™
Jul 16, 2025
Michael and I met for an initial consultation, and right away he was asking questions (and providing immediate recommendations!) as to how I should approach and refine my financial planning. His advice was tailored to my situation, provided me insights that were immediately actionable that I had not considered and was unaware of prior, and has given me a great path forward - all in our first conversation. I would highly recommend Michael and his services for anyone looking to get started on their personal finance journey!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Former Client
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: Former Client
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: Former Client
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: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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