Anders earned his MBA along with designations such as Certified Financial Planner™ (CFP®), and Chartered Financial Consultant ℠ (ChFC®). By focusing on efficient tax strategies and disciplined investment planning, he strives to help his clients reach financial independence and a well-balanced lifestyle. He has been a financial advisor for over 20. During his career, Anders has had the opportunity to serve clients of all ages and has been challenged with a wide range of financial planning scenarios, including estate planning, small business planning, and divorce consultation. Anders believes that a well-thought-out investment strategy begins with an in-depth dialogue about the client’s past, present, and future concerns and goals.
In his leisure moments, Anders is an avid sailor and the proud owner of a 23-ft sailboat named after his two grandmothers Greta (port side) and Gudrun (starboard side).
Anders, along with guitarist and singer Al Baumann, is the co-founder of “The Swedish Jazz Duo.” His own semi-annual concert series at the Lyceum, a concert venue in Old Town Alexandria, alternates between chamber music and jazz performances, often featuring his compositions in both genres.
Vienna, VA 22182
703-226-0008 Office
877-834-7916 Fax
Years of Experience:
20Qualifications:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant ℠ (ChFC®)
- Insurance Agent for Life, Accident, and Health
- 2004 to Present – Uniform Combined Agent (Series 66)
- 2004 to 2016 – Registered Representative (Series 7)
Awards & Recognition:
- Mercury Award – 2005 *
- Private Wealth Advisor – 2009 *
- Platinum Advisor 2006 – 2009 *
- * criteria can be provided upon request