Richard Anderson, CFP®, CLU®, ChFC®, CASL®, AEP®
Wealth Management Advisor


Anderson & Associates Wealth Management

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I have been with Northwestern Mutual since 1999.

I have built a practice around our core values of Integrity, Family, Service to Others, and Education.

 

Education

BS in Management: Finance from St. John Fisher College, Rochester, NY 

Masters Degree in Financial Services (MSFS) from The American College of Financial Services, Bryn Mawr, PA

Associations and Memberships

Society of Financial Service Professionals, Rochester Chapter (President, 2007-2009)

Estate Planning Council of Rochester

 

Professional Designations

Chartered Life Underwriter(CLU®)

Chartered Financial Consultant(ChFC®)

Chartered Advisor in Senior Living(CASL®)

designations are conferred by The American College of Financial Services.

 

CERTIFIED FINANCIAL PLANNER™ (CFP®)

designation is conferred by Certified Financial Planner Board of Standards Inc.

 

Accredited Estate Planner (AEP®)

designation is conferred by National Association of Estate Planners & Councils

 

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck