Scott K. Anderson, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Scott K. Anderson, Jr. CFP®

CPA, EA

Scott Anderson Financial, Inc.

1730 Port Margate Place
Newport Beach, CA 92660
(949) 200-7111

General

Scott Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scott Anderson Financial, Inc. in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - IRS Enrolled Agent, CA Real Estate Sales Licence

Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Asset Allocation, Business Taxes, Investment Management, Getting Divorced, Employee Benefits, Real Estate, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources