Michael Anderson, CFP®

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About

I focus on early and mid-career professionals who need planning and advice in a world of shifting goals and values. Many people today have a different idea about career and retirement than previous generations. I seek to integrate rather than box my clients in to “conventional wisdom.” Mental health is a big focus for my practice. I am uniquely positioned to help clients that struggle with financial decision making due to ADHD, anxiety, or other conditions. I am often praised by clients for empathy, understanding, and ability to teach complex concepts in a relatable way.

Overview

Hired 3 times

Serves Murrieta, CA

Background checked

1 employee

3 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Credit card and Stripe.

Social media

Facebook, Instagram

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I work remotely (phone or internet)

Doesn’t offer: My customers travel to me, I travel to my customers

Projects and media

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

6 reviews

5

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Read reviews that mention:

Ben S.

Sep 1, 2023

I been working with Michael for a little while now and he has always gone above and beyond to help me with my financial decisions. He has the ability to explain complex topics in a simple way to where even someone like myself can understand. Super lucky to have the chance to work with him!

Coleman Y.

Mar 9, 2024

Fernanda B.

Sep 6, 2023

Michael really knows his stuff. After working with him, I’m feeling confident about my financial future.

Rebekah A.

Sep 5, 2023

He was pretty friendly and nice, very good at explaining so I actually knew what was going on and really helped fit my needs.

Geoffrey W.

Aug 29, 2023

Michael was always very professional and easy to communicate with. He was very friendly and personable. The information he provided to us was extremely useful. I hope to work with him again in the future!

Credentials

Background Check

Michael Anderson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am a fee-only advisor. This means I do not sell financial products or earn compensation based on what I recommend. I can price for a particular planning project, by hour, or subscription based on what my clients need!
What is your typical process for working with a new customer?
I will start with a 30 minute information session to make sure we are a good fit! We will outline their goals and how I can help achieve them. We have a clear structure of how I am compensated, when we will meet, and how to proceed to our next stage of the relationship
What education and/or training do you have that relates to your work?
I am a CERTIFIED FINANCIAL PLANNER™ with a decade of experience in financial planning, investments, insurance products, and retirement planning.

Michael Anderson, CFP®

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