PHILLIP C. ANDERSON, CFP®, CRPC™
Senior Partner & Wealth Management Advisor
With more than 38 years of experience in financial services, Phil is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Phil’s experience throughout major shifts in the markets enables him to help his clients structure balanced portfolios designed to address their specific financial goals.
Having started his career in the life insurance business, Phil provides insurance specialization on the team. Over the last 40 years, Phil has extended his skills in all areas of life insurance and annuities. This includes Indexed Universal Life, Premium Financed Life Insurance, Fixed Indexed Annuities and Long Term Care Insurance.
Phil founded Sutter Wealth Management, and sincerely seeks professional gratification from helping clients work toward and feel a sense of accomplishment and control in the areas of their lives most important to them. Phil is an experienced financial advisor who focuses on retirees, professionals, and business owners.
Phil is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™. He attended a business succession program involving strategic business planning, business succession, and buy sell agreements; business valuation, investments, and insurance planning for business owners; asset preservation strategies and family dynamics, intra-family transfers, sales to third parties, and ESOPs. He attended California State University Fresno where he studied Business Administration.
In an effort to develop additional expertise in the area of IRAs and ROTH IRAs, Phil has attended a sixteen hour program with Ed Slott, CPA. As a result of his training, he has been invited to be a part of the Ed Slott Elite Advisor Goup. Ed Slott is considered to be one of the most recognized experts in the nation regarding IRAs.
In his spare time, Phil enjoys spending time with his wife, Dixie and their two Bichons Bella and Bailey. The Andersons love golf and traveling.
Check the background of this investment professional on FINRA’s BrokerCheck