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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Ross Anderson, CF2

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Ross Anderson

Ross Anderson

Certified Financial Fiduciary®

Accepts Remote Clients

Rancho Santa Margarita, CA

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NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200793
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About Ross Anderson

Ross is an independent, unbiased Certified Financial Fiduciary and CFP Professional, working in a non-commission capacity for a fully independent firm.  He provides all the resources of the big firms but with the personalized touch of a boutique and works in a fee based or fee only capacity with affluent families and small businesses to help them plan, invest and solve financial problems.

Areas of Specialization

Retirement Planning Tax Planning Investing Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Investment advisory services offered through Channel Wealth, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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