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 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
2099212-032022