John works closely with Joanne by managing the actively traded portfolios. He is owner of Anderson Wealth Planning, Inc., a national financial planning firm, with offices in Pennsylvania, Kentucky, and Hawaii. In addition, John serves as the CCO and lead portfolio manager of Anderson Wealth Planning’s in-house advisory portfolios. 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. 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 non proprietary environment, for the opportunity of his clients to achieve their financial goals. He has been in the financial services industry for over 22 years and has served in his current role since 2000.
John 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.