Providing Financial Peace of Mind since 2007
One of my most important goals is to help you achieve yours
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.
I help tell YOUR story, not mine
Anders Wealth Management clients include high net worth individuals and couples, entrepreneurs, business owners, working professionals, inheritors, divorcees, and retirees. Anders Wealth Management does not accept commissions or finder’s fees, only the fees paid directly by my clients. I take a fiduciary oath to treat my clients’ money as I would my own, and do not “sell” anything other than my services.
Anders Wealth Management is an objective and trusted Investment Advisor. Investment portfolios are engineered to be diversified, low-cost, tax-efficient, and customized for each client’s time horizon, financial goals, and ability or need to take risk.
Anders Wealth Management provides Fee-Only financial planning services (no sales, commissions, nor kickbacks of any kind, ever) as designated by the client. Whether it’s about retirement planning, investment planning, accumulating and enjoying wealth, having another set of eyes on your portfolio, being charitable, and/or anything inbetween, I’m in your corner.
I provide this service for clients who wish to see their investments in more alignment with their values. I have access to funds
FOUNDER OF Anders Wealth Management
Tina has been investing since 1983. She is a Certified Financial Planner™, a Registered Investment Advisor and has a Series 65 license ~ Uniform Investment Advisor Law Exam. Tina received a graduate certificate in Personal Financial Planning, awarded with distinction, from the University of California, Berkeley, then went on to pass the Certified Financial Planner Board of Standards (CFP®) exams. Tina is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACPlanners). She is located in Petaluma. Tina taught Algebra in Petaluma for fourteen years prior to her financial planning career. She enjoys reading, cycling, traveling and yoga.