Tina Anders / Financial Advisor in Petaluma, California

Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management As-Needed Financial Planning Certified Financial Planner CFP ® Comprehensive Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Advisor Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning For Women High Net Worth Planning Independent Investment Advisor Investment Advice Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investments IRA Member Of NAPFA Mutual Funds NAPFA Member Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning. Rollover Of 401k Or IRA Roth IRA Wealth Management Women's Issues