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DEBORAH ANDERSON
CFP®, Registered Investment Advisor 

Deborah Anderson, CFP® and founder of Anderson Financial Management Group is committed to a truly holistic approach to financial planning based on her clients’ unique needs and objectives

Deborah Anderson is a Series 7 Registered Representative and a Series 24 Registered Principal with Centaurus Financial, Inc.. Deborah also holds an insurance license for Life, Disability, and Long Term Care (CA Insurance Lic. #0762943).

Deborah’s background includes time spent as a professional golfer and as a gymnastic instructor at her own gymnastic and fitness academy. Deborah continues to exercise her passion for education and coaching by speaking at events throughout the year on topics including investments, legacy planning, wealth building and the importance of identifying your own personal goals. She has frequently hosted “Wealth Building Workshops for Women.” 

Other educational background includes receiving a B.S. in mathematics, a M.S. from Cal State Fullerton, and a teaching credential from the University of California, Riverside.

Deborah Anderson, CFP® offers securities and advisory services through Centaurus Financial, Inc. a registered broker/dealer, member FINRA/SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in: <<CA, AZ, DE, FL, ID, IL, MI, NE, NV, NY, OH, OR, WA>> Anderson Financial Management Group and Centaurus Financial, Inc. are not affiliated companies.

 

Tuesday, August 1, 2017

This article serves as an update of the U.S. Department of Labor’s (“DOL”) Fiduciary Rule which expands the definition of “investment advice fiduciary” under ERISA. This new rule went into effect on June 9...

 

Tuesday, August 1, 2017

It is easy to reach goals if you have clearly defined your goals and you identify the steps needed to reach those goals. Planning for retirement should be a major goal for most people. The earlier you start planning the easier it will...

 

Sunday, April 30, 2017

Congress passed — and the President signed — new estate tax rules in December 2010 that will be in effect through 2012, unless lawmakers decide to adjust the provisions. The good news is that only 9,100 estates are expected...