Getting to know Peter J. Anderson, CFP®, AIF®

 

Focusing On Excellent Customer Care.

Let's connect to get started:

(513) 693-4014

Anderson.peter@principal.com

4555 Lake Forest Dr., Suite 230A Cincinnati, OH 45242

Experience:

  • Committed financial professional for 19+ years
  • Specializes in 401(k) and other retirement plans for business owners and their employees.
  • Works individually with clients to help proactively plan for retirement and other life events.

Education & Credentials:

  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Accredited Investment Fiduciary® AIF®
  • Member: Society of Financial Service Professionals, FPA.
  • Graduate of Bucknell University, Lewisburg PA

Interests:

  • Time with family and friends
  • Travel, Gardening, Golf
  • Volunteering in community

 

1146207-042020