Michael Anderson, CFP®
Serving early and mid-career professionals
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Woodson Wealth Management
Michael Anderson, CFP®
Ramona, CA
Serving Clients Nationwide
Serving early and mid-career professionals
Areas of Focus
- Family and Money
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Michael Anderson. I grew up in Kansas City as the middle child of 6 kids. We never had a lot, and this ignited my interest in finance and financial planning. My first job was as a bank teller at age 15 (they were impressed that I wore a suit to the interview!).I started with Fidelity Investments in Salt Lake City while finishing my degree in Business Management. I worked as a trader, then later as a Relationship Manager, and finally an advisor for Fidelity Investments over 9 years before joining Woodson.
I became a CERTIFIED FINANCIAL PLANNER™ in 2021 and joined Woodson to further use and expand my planning offering to people that are often underserved by the financial industry.
Today, I focus on early and mid-career professionals who need planning and advice in a world of shifting goals and values. Many people today have a different idea about career and retirement than previous generations. I seek to integrate rather than box my clients in to “conventional wisdom.”
Mental health is a big focus for my practice. I am uniquely positioned to help clients that struggle with financial decision making due to ADHD, anxiety, or other conditions. I am often praised by clients for empathy, understanding, and ability to teach complex concepts in a relatable way.
My personal life revolves around my 3 wonderful kids and my lovely wife, Erin. Together, we love writing and recording music, dancing, and reading!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- BBB Accredited Business
Primary Location
1672 Main Street Ste E-155 Ramona, CA 92065
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
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 our Firm
Woodson Wealth Management is a fee-only wealth management firm dedicated to helping those who would normally be overlooked by other firms due to the size of their investment accounts.With over 80 years worth of industry experience, we pride ourselves on being educators first, and advisors second.
Our primary clients show interest in learning the best ways that they can better manage and maximize their wealth versus following the newest investing fad. And, by only working with a select number of clients, we are able to create customized, high-touch experiences for those we serve.
✅ Fee-only wealth manager, with goals aligned with yours
✅ Only pay for planning and investment management, not hidden fees
✅ Customized Financial Plans tailored for all aspects of your life are included in our fee
Education
Western Governors University, Bachelors, Business Management
Hobbies and Interests
- Dancing
- Family
- Music
- Reading
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Young Families
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