CFP®, CLU®, ChFC®
Crafted Wealth Management
Certified Financial Planner
Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area
I’m proud to be a CERTIFIED FINANCIAL PLANNER ™.
I founded Crafted Wealth in 2015 with the vision of redefining personal financial planning. There are no cookie cutter plans here. After all, the plan is yours and you need to believe in it to see it through.
My financial planning career began in 2010 at a leading national firm in Milwaukee, WI. This initial experience gave me a taste of the industry, both the good and bad. Often, when people hear financial advisor they instantly think investments... That's a failure of focus in my industry. What I really do is coach and empower people so that they aren't scared of their finances. I teach people how to manage their lives and get excited about what they have right in front of them and what they are capable of. It's powerful stuff!
In 2012 I moved to Los Angeles, CA for an opportunity to work with an experienced wealth management firm. It's here that I dove deeper into planning and investments. I knew early on that continuous education was important to my ability to do what’s right for my clients. Right after moving to Los Angeles, I studied for and gained my Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations.
I grew up in Cedarburg, WI with my sister Bethany and parents Brant and Carol. Growing up in the Midwest gave me a strong work ethic and instilled in me an entrepreneurial spirit. As legend would have it, my first entrepreneurial experience was in grade school. It led me to go door-to-door selling hand-painted “art” on large construction paper. I remember my thought process as, “It worked for Cub Scout fundraisers, let’s see if this model works for me...”
I’ve been calling the coastal community of Venice, CA home since 2012. It’s near to all my hobbies: Los Angeles car culture, the beach, mountain biking, hiking, backpacking, and snowboarding. It's also a quick ride to LAX which can take me anywhere in the world (often back to the Midwest). Venice also happens to be home to multiple startups and many creative and entrepreneurial minds. I feel at home here among so many like minded individuals.
I am EXCITED to help you through your journey and make decisions that truly align with YOU. I look forward to getting to know you and helping you think about, plan, build, and support your ideal life.
Gabriel Anderson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
I built the core values of Crafted Wealth to reflect the needs of my peers. I work with people close to me and teach habits that are immediately beneficial. This is how I did it:
- Values based approach to planning and investments
- Fee-only planning and education centric culture
- Cash-flow dominant strategies
- Comprehensive planning and investment fees packaged into one unit based on a percentage of net worth and AGI
Our only incentive is to help you grow and make good decisions with our guidance. These values reduce the chance for conflicts of interest that exist in other advisory models. This mirrors what all generations seek when entrusting a professional with their finances. All relationships are built on trust and we take the initiative to start on the right foot.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Gabriel Anderson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Gabriel Anderson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Gabriel Anderson is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Gabriel Anderson is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Gabriel Anderson is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Gabriel Anderson
544 Grand Blvd
Venice, CA 90291