Michael  Anderson

Michael Anderson

| CFP®

Maranantha Financial

(805) 766-1715

Contact Me

Fee-Only Financial Planner serving the Ventura, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1106 S. Seaward Ave
Ventura, CA 93001

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Michael Anderson is a Ventura, CA Fee-Only Financial Planner serving Ventura and all surrounding areas. Maranantha Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Michael Anderson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Growing up, my parents didn’t have a plan for their future or even their next thirty days. It was a hand-to-mouth effort each month – one that I vowed not to repeat.  My dad always encouraged me to do better than he was able to. When I left for college, I took his encouragement to heart: My goal was to not only do better for myself and my family, but to help others do the same.

I became a Certified Financial Planner (CFP) in 2010 and have been helping individuals and families manage their finances ever since. Solid financial management has had a huge impact on my life, and I find it incredibly gratifying to help others in this way. What I like even more is how financial services have become more accessible to the entire population. Technology has positively disrupted the financial services industry and I have made it my passion to embrace these changes and pass the savings onto you. Traditionally pricey offerings are now much more affordable.

Outside of the office, I love spending time with my wife, Annie, and our three boys. We live in Ventura, CA.

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Financial Planning Services

When you have a Financial Plan built for your family, it’s important to have someone that is trustworthy, on your side (a fiduciary) and has experience.  Our financial planning process starts with 12 Principles of Personal Finance and 6 Key Areas of Concern.  We work closely together for 2-3 meetings and deliver two custom financial plans specific to your circumstances. We also monitor the plans over a 1 year time period and keep a focus on making sound financial decisions.

Advisory Services

ACTIVE Management & PASSIVE Asset Management

Our investment strategy allows for the client to delegate the responsibility to us, collaborate with us or do it yourself.  We are open to work with each client to find the “best fit” for how to manage assets.   The Active and Passive strategy is one in which we will select low cost ETFs, stocks, mutual funds, bonds, CDs, fixed notes and savings accounts for an initial investment allocation.  We will also determine an investment policy for how to manage the process of making changes to the portfolio.

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