Introducing Michael Anderson
Michael Anderson, Financial Planner, RJFS
Vice President, Retirement Planning
Mr. Anderson is primarily responsible for forming retirement plan solutions, servicing retirement plans and managing private managed money accounts. He holds Series 6,7,24 and 66 securities licenses, as well as a life and health insurance producers’ license in California, Iowa and Florida. He has more than 20 years in retirement plan administration, securities management, brokerage and corporate finance.
Prior to joining Finestone Partners, Mr. Anderson was Executive Vice President of REACH Financial Group, LLC. As a Senior Finance and Investment Analyst for a California based Fortune 500 Company, he managed the investments of a $165- million, 5000 employee qualified retirement plan. Additionally, he managed that firm’s $200-million corporate cash portfolio and was the corporate finance staff’s lead analyst. Having worked inside a Fortune 500 company, Mr. Anderson has sat in the “human resources and finance seat” and knows the challenges and responsibilities of those decision makers. He also worked for a Pasadena, CA-based mutual fund manager as an Associate Portfolio Manager and as an Operations and Marketing Administrator.
Currently, Mr. Anderson serves on two boards of directors: as Past President and Member-at-Large of Western Pension and Benefits Conference – Los Angeles (WP&BC-LA) and as a Founder, Framer, Managing Executive Director and President of the UCLA Alumni Association Bruin Professionals (BP).
Mr. Anderson served as the WP&BC National Program Chairman for the Western Benefits Conference. As Program Chairman he directed a 120 person committee and served on the 2010 WBC Steering Committee. The WBC is one of the two major national pension, retirement and benefits conferences held annually in the United States. Previously, Mr. Anderson served from 2006 to 2010 on the WP&BC Joint Council of Presidents, as 2009 WBC Program Committee Member and served as the 2007/2008 President of WP&BC Los Angeles.
Mr. Anderson is host of Finestone Partners’ Local Leaders Beverly Hills, an Internet radio program on the Big Media USA Network, focused on business leaders, commerce trends, investments and retirement issues. He is also a current member of Los Angeles based ProVisors and the Financial Services Institute.
Mr. Anderson holds a Bachelor of Arts degree in Political Science from the University of California, Los Angeles (UCLA). While at UCLA, he was one of 50 students selected nationally to study international finance at Boston University in London. He crewed three years both Junior Varsity and Varsity on the NCAA Division 1 UCLA Rowing Team. Mr. Anderson is also a graduate of the Executive Program of the UCLA Anderson School of Management, which he attended on a tuition gift from the school.
Finestone Partners is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Finestone Partners is independent of Raymond James.
Raymond James financial advisors may only transact business in states where they are registered. Followup and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.
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