Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President | Financial Advisor
Jerry was born and raised on a dairy farm in northeast Arkansas, where he attended Arkansas State University, before enlisting in the U.S. Air Force during the Vietnam era. After 4 years of military service, Jerry entered the financial...
Executive Vice President | Financial Advisor
Jim is a co-owner of Anderson Wealth Planning with his father Jerry, and brother John, and currently serves as the Executive Vice President. Jim grew up in Louisville, Kentucky, where he attended Eastern High School, before attending...
Vice President | Financial Advisor
John is part owner of Anderson Wealth Planning, Inc., a national financial planning family-owned firm, with offices located in Pennsylvania, Kentucky and Hawaii. In this capacity, John occupies the role of financial advisor to both...
Partner | Financial Advisor
Micah started in the financial industry after graduating from college in Hawai'i. He joined Anderson Wealth Planning as an administrative assistant in 2017, became the office manager of the Hawai'i branch, and a licensed financial...
Financial Advisor | Hawaii
Director of Marketing | Pennsylvania
(267) 454- 7132