Tina Anders (CFP®)
Tina Anders focuses in the
following client markets or areas of practice:
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective and my choices of planning strategies are unlimited. Should you have other professionals with which you work, such as in the areas of taxes, estate planning, and insurance, I can collaborate to bring you high quality financial outcomes. If you would like referrals to professionals, I will provide them for you. (Note that I do not accept commissions or “kickbacks” for referrals.) I strive to maximize my clients’ ability to realize their personal and financial dreams through a structured process of defining and setting goals, making wise financial decisions, identifying growth opportunities, managing risks, and investing well. One of Anders Wealth Management's most important goals is to help clients achieve theirs.
Additional Information
Tina has been investing since 1983. She is a Certified Financial Planner (TM) and a Registered Investment Advisor with a Series 65 license ~ Uniform Securities Agent State Law Exam and Uniform Investment Advisor Law Exam. Tina received a graduate certificate in Personal Financial Planning, awarded with distinction, from the University of California, Berkeley. She passed the Certified Financial Planner Board of Standards (CFP®) exams in November 2006, and is an active member of the National Association of Personal Financial Advisors (NAPFA.org) and the Alliance of Comprehensive Planners (ACPlanners.org). She participates in a North Bay Area NAPFA study group with other Fee-only financial advisors. Tina also taught Algebra in Petaluma for fourteen years. She enjoys yoga, bicycling, and reading.
NAPFA Start Date
October 01, 2007
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