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
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Anderson Team Financial, Llc

    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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