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 21+ 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 PLANNER^TM 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

2099212-032022