Anders Lundegard


Partner + Private Wealth Advisor

Anders Lundegård was born and bred in Växjö, Sweden. This mid-sized town, surrounded by deep pine forests in the middle south of Sweden, is otherwise mostly noted for producing world-class tennis champions, such as Jonas Björkman and Mats Wilander. Educated at the Royal Academy of Music in Stockholm and at Northwestern University as a Fulbright Scholar, Anders maintains his career as a saxophonist alongside with being a Financial Advisor.

Anders, along with guitarist and singer Al Baumann, is the co-founder of “The Swedish Jazz Duo.” His own semiannual 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.

Can you wonder, when you rank everything after your money, that no one renders you the love which you do not earn?

Quintus Horatius Flaccus (65-8 B.C.)

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. 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).

alundegard@capitolpwg.com

8133 Leesburg Pike Suite 780B
Vienna, VA 22182
703-226-0008 Office
877-834-7916 Fax

Years of Experience:

12 years

Awards & Recognition:

  • Mercury Award – 2005
  • Private Wealth Advisor – 2009
  • Platinum Advisor 2006-2009

Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant ℠ (ChFC®)
  • General Securities Licensed with FINRA
    Virginia and Multiple Other States Life, Accident and Health Licenses Held