Sandra L. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Sandra L. Anderson, CFP®

CPA/PFS, ADPA®,

Principal

Anderson & Associates Financial, LLC

3008 Deansbrook Dr
Plano, TX 75093-3312

Anderson & Associates Financial, LLC

3008 Deansbrook Dr
Plano, TX 75093-3312
FINANCIAL ADVISOR'S WEBSITE
(214) 500-6385
(214)500-6385
CONNECT WITH Sandra
  • linkedin link

General

Sandra Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Anderson & Associates Financial, LLC in Plano, TX and the surrounding communities.

Financial Advisor Overview

Sandy a CPA/PFS, CGMA, Accredited Domestic Partnership Advisor (ADPA®) and CERTIFIED FINANCIAL PLANNER [TM]. Ms. Anderson worked in corporate for many years supporting FP&A, Accounting, Operations as well as financial process improvement and talent development. Ms. Anderson’s community involvement includes service as a member of her homeowners association(s) and as a Deacon and Stephen Minister at her church. Ms. Anderson is the winner of D CEO Magazine’s 2012 Financial Executives Award for “Outstanding Chief Accounting Officer, Controller, or Treasurer – Public Company”. She is a US Army Veteran who continues to support Veterans through her lifetime membership with the Disabled American Veterans (DAV) and as a big sister in Big Brothers Big Sisters, Military Mentors Program. She is a member of the AICPA, Dallas CPA Society, FPA, FPA-DFW, the North Texas GLBT Chamber of Commerce; and, also serves as the board treasurer for Coalition For Aging LGBT.

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Financial Advisor Experience

see website at www.andersonandassociatesfinancial.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CGMA - Chartered Global Management Accountant ADPA(R) - Accredited Domestic Partner Advisor(TM)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Corporate Finance, Estate Planning, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources