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Newport Beach Wealth Management Team

Ross Anderson*, CFP®, CMFC®

Ross can be reached at: or 949-476-3712
Wealth Manager

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Ross Professional

As a graduate of The College of Financial Planning with a certification as a Chartered Mutual Fund Counselor and Series 66 and 7 licenses, Ross Anderson offers his clients current, real-world financial planning. His expertise spans a variety of areas including customer service, personal investment banking, mortgage lending, risk management and retirement liability strategies. He acquired his skill set from positions held at Wells Fargo, Accredited Home Lenders, Retirement Strategies Group and Signature Resources.

Mr. Anderson obtained his undergraduate degree at UC San Diego and will be sitting for his Certified Financial Planner designation in November, 2015. He appreciated that his clients "Bring their own unique perspective, aspirations and concerns to the table. I am passionate about providing them with dedicated care and responsiveness, to help them gain confidence so they can synergize their financial and life goals. The support I receive from the AmeriFlex® team enables me to truly make a positive impact in my clients' lives."

Ross Play

Birthplace: I was born in Pittsburgh, Pennsylvania, but relocated to Northern and later, Southern California during my school years.

Favorite childhood memory: I was on a traveling competitive soccer team with my brother which gave me the opportunity to visit different places.

Hobbies: I'm a golfer, which is a great sport you can integrate with a love of travel.

Passions: I also enjoy cooking; at home I am the head chef and my wife is the sous chef. I love pairing good food and wine!

Family life: My wife and two children are important to me and keep me grounded.

Favorite quote: "Only worry about the things you can control."

Newport Beach Wealth Management Team

Ross Headshot

Contact Us Now Newport Beach

Contact Us Now

8:30 a.m. PST - 5:00 p.m. PST
5000 Birch Street
Suite 3000
Newport Beach, CA 92660
(949) 476-3712

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