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Tina Anders - CFP in Petaluma, CA

Tina Anders

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CFP

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(0)
Tina has been investing since 1983. She is a Certified Financial Planner (TM) and a Registered Investment Advisor with a Series 65 license ~ Uniform Securities Agent State Law Exam and Uniform Investment Advisor Law Exam. Tina received a gr...... Show More
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About
Tina has been investing since 1983. She is a Certified Financial Planner (TM) and a Registered Investment Advisor with a Series 65 license ~ Uniform Securities Agent State Law Exam and Uniform Investment Advisor Law Exam. Tina received a graduate certificate in Personal Financial Planning, awarded with distinction, from the University of California, Berkeley. She passed the Certified Financial Planner Board of Standards (CFP) exams in November 2006, and is an active member of the National Association of Personal Financial Advisors (NAPFA.org) and the Alliance of Comprehensive Planners (ACPlanners.org). She participates in a North Bay Area NAPFA study group with other Fee-only financial advisors. Tina also taughtAlgebra in Petaluma for fourteen years. She enjoys yoga, bicycling, and reading.
Products & Services
Financial Advisor
Specialities
baby boomers
high net worth client needs
investment advice with ongoing management
retirement plan investment advice
retirement planning & distribution rules
socially responsible investments
investment planning
retirement planning
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70
/850
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