“Financial Planners who take commissions have a built in conflict of interest…even with disclosure, my choice would be a fee only planner.”
– Jane Bryant Quinn
“Most of the mutual fund investments I have are index funds…”
– Charles Schwab
About Ms. Anders, CFP®, Principal
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.org). 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.
Anders Wealth Management’s investment management philosophy adheres to Nobel Prize winning academics and theory, using passive asset class managers. My investment management practices are highly structured and disciplined.
Stock picking and market timing are futile – rather Anders Wealth Management is an objective and trusted Investment Advisor. Academic research overwhelmingly supports the thesis that most managers who pick stocks subjectively under-perform their market benchmarks. According to academic literature, it is highly unlikely to identify the few managers who beat the market ahead of time. Academia says that to beat the market is oftentimes “lucky”.
When it comes to investing, the Firm’s primary focus is simple – to help clients meet their investment objectives. To ensure I provide my clients with the greatest chance for financial success, 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 is dedicated to the design, implementation and management of investments and financial plans.
I am committed to providing my clients with innovative, value-added financial planning and investment management services. I endeavor to exceed my clients’ expectations while dedicating myself to helping my clients attain freedom and peace in their financial lives. I value long-term relationships with my clients, founded on integrity, open communication and trust. My role is to help my clients make smart, well-informed decisions about their financial lives and investments – providing them with greater financial independence, peace of mind, and security.