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

www.AndersonFinancialStrategies.com

(937) 610-9388 CONNECT WITH Shon

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Anderson Financial Strategies website

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.

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.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Corporate Finance, Government & Military, Employee Benefits, Irregular Income, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Women's Finances