Fee-Only financial planner located in Ventura, CA, serving clients locally and across the country
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.
Michael 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
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.
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.
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
Michael Anderson is a NAPFA-Registered Financial Advisor
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.
Michael 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.
Michael 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 Michael Anderson
1106 S. Seaward Ave
Ventura, CA 93001