Norman Anderson
Financial Advisor at Kingswood US Wealth Advisors (KWA). Securities services offered through Kingswood US Capital Partners (KCP)
- Role
- Financial Advisor at Anderson Team Financial, Llc
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Norman Anderson
At Anderson Team Financial, LLC, we provide financial / Investment / life insurance / retirement planning services. We use our +45 years of experience to find unique, creative and effective solutions to help our fantastic clients work toward achieving their goals. As independent advisors we work for you, not a financial institution. Your goals are our goals. Collaborating with some of the best brains in the business we continue to research and develop effective tools to meet your unique goals. Our mission statement:\"Helping Grow and Protect What You Work and Live For\".If you feel that you do not have control of your retirement planning, or if you are frustrated with you efforts to date, please contact us. We have spent years preparing for this moment. Together we will help you identify your goals, develop a plan and monitor your efforts towards your goals in this ever changing world. You are probably familiar with the famous quote from Alice in Wonderland:\"If you don\'t know where you are going, any road will do\". If this is not a satisfactory plan for you, you owe it to yourself to visit with an experienced team of advisors at Anderson Team Financial, who can help you develop a road map to your goals.Together we will work as a team to find the solutions that will be unique to you.YOUR SUCCESS IS OUR SUCCESS. Anderson Team Financial, LLC 4600 E Shea Blvd, Suite 203 Phoenix, AZ 85••••••••01 ext 1
Experience
Financial Advisor
Aug 2018 — Present · Phoenix, AZ, US
Education
UCLA
Bio-Chemistry
1971 — 1975
Fiduciary 360
Accredited Investment Fiduciary - AIF
Santa Monica College
General Studies
1971 — 1971
Leibnitz Gymnasium
General Studies, International/Global Studies
1967 — 1968
The American College of Financial Services
Chartered Financial Consultant - ChFC, Financial Planning and Services
Foothill College
Biology, General
1969 — 1970
The American College of Financial Services
Registered Health Underwriter - RHU, Financial Planning and Services
The American College of Financial Services
Chartered Life Underwriter - CLU, Finance and Financial Management Services
Skills
- Qualified Retirement Plans
- Life Insurance
- Strategic Financial Planning
- Annuity Sales
- Retirement Planning
- Retirement Plan Consulting
- Investment Strategies
- Alternative Investments
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