Some people plan for paying off student loans, saving for retirement, buying or refinancing a home. High net worth clientele oftentimes, think about things like estate planning, how to plan for the wealth of future generations, how to avoid paying more tax and absolutely necessary. A financial plan can help deal with all of those issues.
Anders Wealth Management is an objective and trusted Investment Advisor.
Investment portfolios are engineered to be diversified, low-cost, tax-efficient, and customized for each clientโs time horizon, financial goals, and ability or need to take risk. Portfolio management service includes meetings with the client, portfolio implementation, and access to Anders Wealth Management during the year for financial needs as clients bring them to my attention. I primarily employ Dimensional Fund Advisors (DFA) and Vanguard families of funds, while occasionally implementing others.
Tina has been investing since 1983. She is a Certified Financial Plannerโข, a Registered Investment Advisor and has a Series 65 license ~ Uniform Investment Advisor Law Exam. Tina received a graduate certificate in Personal Financial Planning, awarded with distinction, from the University of California, Berkeley, then went on to pass the Certified Financial Planner Board of Standards (CFPยฎ) exams. Tina is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACPlanners). She is located in Petaluma, CA. Tina taught Algebra in Petaluma for fourteen years prior to her financial planning career. She enjoys reading, cycling, traveling and yoga.
Tina Anders and Anders Wealth Management accept no liability for the content of this video, or for the consequences of any action taken on the basis of the information provided. This video is intended for basic general information only, if you feel that you are dealing with any of the issues presented, you should consult a Certified Financial Planner to gain advice about your specific case. Any resemblance to real persons, living or dead is purely coincidental.
