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 individual and business clients, utilizing a client centric, holistic approach to financial planning. John analyzes his clients’ entire financial picture and assists them in forming a sound, all-encompassing financial plan based on their needs and objectives. In addition, John serves as the lead portfolio manager of Anderson Wealth Planning’s in house advisory portfolios. John has affiliated with Securities America, Inc., one of the largest independent broker dealers in the country, to ensure that his clients have all of the tools and resources needed, in a nonproprietary environment, for the opportunity of his clients to achieve their financial goals. He has been in the financial services industry for 24 years and has served in his current role since 2000.
John grew up in Hawaii and then attended the University of Hawaii and attained a degree in Economics from the University of Louisville. He currently holds securities licenses 6,7,24,51,63 and 66, life insurance licenses and is registered as an Investment Advisor Representative. John now resides in beautiful Bucks County, Pennsylvania with his wife Robyn and their two children Alyssa and Jacob. In his spare time, John enjoys playing basketball and spending time with his family. John is a lifelong Philadelphia Sports fan and is beyond thrilled over the Philadelphia Eagles Super Bowl win! For questions pertaining to our financial services and how we may assist you in reaching your goals please free to contact John at any time