Kristan Anderson
CEBS, CFP®
West Financial Services, Inc.
Director of Retirement Plan Services and Financial Planning
Kristan Anderson
CEBS, CFP®
West Financial Services, Inc.
Director of Retirement Plan Services and Financial Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kristan Anderson, CEBS, CFP®
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Kristan Anderson is a McLean, VA fee-only financial advisor serving clients locally and across the country. West Financial Services offers financial planning and investment management services to individuals, families, businesses, foundations and associations. Our retirement plan consulting services for plan sponsors and trustees helps ensure fiduciary obligations are met. As a fee-only, fiduciary, and independent financial advisor, Kristan Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
In 2022, we celebrate West Financial Service's 40th Year!
Kristan Anderson serves as the firm’s head of retirement plan services and financial planning departments, including consulting services. Her primary responsibility is the development and delivery of consulting services for fiduciaries of 401(k) and related retirement plans. In addition, she is in charge of coordinating comprehensive planning services for new and existing clients. Her goal in both departments is to provide clients with accurate and unbiased analysis and readily understandable solutions to complicated financial issues. As part of her financial planning role, she compiles and edits the company’s newsletter and blog posts. Kristan has been with West Financial Services since 1995, holding positions in office administration and financial planning before being promoted to department head.
Kristan earned her bachelor’s degree in English from Barnard College of Columbia University and is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Employee Benefits Specialist (CEBS). Kristan also uses her Master’s in Library and Information Sciences (MSLIS), with a concentration in archives, to look for ways to apply learned concepts of information and data management to the planning process. She is a member of the Financial Planning Association (FPA) and the International Society for Certified Employee Benefits Specialists (ISCEBS).
Kristan was listed in Northern Virginia Magazine's Top Financial Professionals listing (2011-2022).
Kristan lives in Falls Church, Virginia, with her husband, rescue dog and occasionally her college-aged daughter. She loves music of all kinds and is very proud of her children’s accomplishments in this area. In her spare time, she volunteers at the local rescue organization (Lost Dog & Cat Rescue Foundation) walking dogs and helping out with playgroups. She also enjoys her daily workout with Tracy Anderson Method, and bakes for her family. It’s all about the balance.
Kristan Anderson is a Member of the National Association of Personal Financial Advisors
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.
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.
At West Financial Services, we have spent 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
Though every client is different, there is a common theme – they come to us when they are in need of support and coordination of various facets of their financial lives.
- Whether issues relate to retirement, inheritance, divorce or job loss, we strive not only to protect clients’ wealth, but to provide guidance and education, as well as a sense of control and ownership of the decisions they make.
- Though wide ranging in background and ages, our clients are primarily accomplished professionals who have built their wealth through business ownership, strong saving habits and long careers.
- Clients may be risk takers in their businesses, but tend to be moderate to conservative risk investors. They are looking to us as consultants who can bridge the gap between their work lives, existing personal investment and retirement assets, and their future cash flow, retirement and estate needs.
In all cases, we collaborate with clients’ professionals or specialists, or make introductions for clients when necessary. We take a positive, proactive and consultative approach to understanding the needs and desires of each individual client or family. Our goal is to anticipate obstacles and identify opportunities for our clients so that they have time to incorporate changes that create their best possible future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kristan Anderson is a NAPFA AssociateThe 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.
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Kristan Anderson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Kristan Anderson is a Certified Employee Benefit Specialist® (CEBS)
The program was established in 1976 by the International Foundation of Employee Benefit Plans and The Wharton School of the University of Pennsylvania. The program’s academic mission is to educate human resource professionals in the administration of health & welfare plans and retirement plans.
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Kristan Anderson is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kristan Anderson
Office Locations:
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2010 Corporate Ridge Road
Suite 530
McLean, VA 22102
