Randy Anderson
Wealth Advisor at Traction Financial Partners
- Role
- Cfp(R) and Wealth Advisor at Traction Financial Partners
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Randy Anderson
Certified Financial Planner Professional with experience in retirement planning, Social…
Experience
Cfp(R) and Wealth Advisor
Sep 2023 — Present · Littleton, CO, US
Randy offers securities and investment advisory services through Traction Financial Partners and LPL Financial. Randy serves to provide his clients with the financial strategies to meet their financial and retirement goals. Randy believes that understanding a client’s situation, dreams, and goals is essential in crafting a financial plan that will help them reach those goals. I work with my clients on a personal level to provide them with honest, common sense solutions to their financial concerns and I strive to ensure that my client’s investments are in line with their goals, principles, and core values.We focus in the following areas:*Financial Planning*Social Security Income Strategies•Retirement Income & Savings Strategies•Portfolio Reviews•Tax Favored Investments•Asset Allocation Analysis•Distribution & Income Strategies for Retirees•Wealth Transfer & Legacy Planning•Estate Planning Strategies•Asset Protection Strategies•Business Retirement Plans
Education
Oregon State University
Bachelor of Science (B.S.), Psychology, Journalism, Political Science
1979 — 1984
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.