John Anderson

John is owner of Anderson Wealth Planning and has been in the financial services industry for over 25 years. Making a difference, whether it's planning for retirement or college expenses, is truly John's passion.  Anderson Wealth planning was founded by his father over 50 years ago.  To this day, Anderson Wealth Planning continues to serve several communities across the country with offices in Pennsylvania, Hawaii, and Kentucky. John takes a holistic approach to financial planning, making sure each part of a client's financial plan are addressed and their best interests are placed first.  His extensive knowledge and experience enables him to address every aspect of their financial plan and help his clients pursue their long term financial goals through comprehensive, individualized financial planning.  In addition, John serves as the lead portfolio manager of Anderson Wealth Planning’s in house advisory portfolios. John is affiliated with Securities America, Inc., one of the largest independent broker dealers in the country, to ensure that his clients have all of the tools and resources needed, in a non proprietary environment. John grew up in Hawaii and then attended the University of Hawaii and attained a degree in Economics from the University of Louisville. He currently holds securities licenses 6,7,24,51,63 and 66, life insurance licenses and is registered as an Investment Advisor Representative. John now resides in beautiful Bucks County, Pennsylvania with his wife Robyn and their two children Alyssa and Jacob. In his spare time, John enjoys playing basketball and spending time with his family. John is a lifelong Philadelphia Sports fan and is beyond thrilled over the Philadelphia Eagles Super Bowl win! For questions pertaining to our financial services and how we may assist you in reaching your goals please free to contact John at any time.