Broker Check

Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jerry Anderson

President

(808) 327-5410

(808) 327-5411

jerry.anderson@securitiesamerica.com

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...

Read more

Jim Anderson

Executive Vice President

(808) 327-5410

(808) 327-5411

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...

Read more

John Anderson

Vice President

(267) 454-7835

(267) 454-7132

johnd.anderson@securitiesamerica.com

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...
Read more

Micah Wang

Financial Advisor

(808) 327-5410

(808) 327-5411

micah.wang@securitiesamerica.com

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...

Read more

Mia Nakagawa

Financial Advisor | Hawaii

(808) 327-5410

(808) 327-5411

mia.nakagawa@securitiesamerica.com

Mia moved back to Kona in 2014, where she was born and raised. She has been working as a financial advisor in Honolulu from 2011. Soon after moving back to Kona, Mia joined Anderson Wealth Planning. She grew up in Kealakekua, attended...
Read more

Robyn Anderson

Director of Marketing | Pennsylvania

(267) 454-7835

(267) 454- 7132

robyn.anderson@securitiesamerica.com

Robyn has been in the financial planning business for over 20 years. She formerly worked as an advisor with her family's financial planning firm in Wyomissing, PA and at Anderson Wealth Planning in Kailua-Kona, Hawaii. Robyn is married...
Read more