Shon P. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Shon P. Anderson, CFP®

CFA

President & Chief Wealth Strategist

Anderson Financial Strategies, LLC

40 N. Main St, Ste 2500
Dayton, OH 45423
FINANCIAL ADVISOR'S WEBSITE
(937) 610-9388 CONNECT WITH Shon
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General

Shon Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Anderson Financial Strategies, LLC in Dayton, OH and the surrounding communities.

Financial Advisor Overview

At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial decisions. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals.

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Financial Advisor Experience

Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree majoring in financial services as well as an M.B.A. degree concentrated in finance. In addition, Shon has earned the distinguished designations of CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Analyst (CFA). In the evenings, Shon has returned to Wright State to join the finance department faculty as an Adjunct Professor teaching personal finance courses. Shon has been quoted in articles appearing on: CNBC.com, YahooFinance, FoxBusiness.com, Bankrate.com, InvestmentNews & ConsumerReports.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC. Securities offered through: UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC ANDERSON FINANCIAL STRATEGIES, LLC and United Planners are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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