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Newport Beach Wealth Management Team

Ross Anderson*, CFP® and CMFC®

CA Insurance Lic: 0G95313

Ross can be reached at: ross.anderson@ameriflex.com 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 is a CFP®, Certified Financial Planner Professional. 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."


Marshall C. Moua

CA Insurance Lic: 0M17662

Marshall can be reached at: marshall.moua@ameriflex.comor 949-476-3712

Registered Assistant

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Marshall C. Moua

Marshall Moua is responsible for opening and maintaining client accounts as well as performing financial plan updates. He assists with the day to day operations of the branch office. Marshall has an extensive background in organization, time management and customer service where he developed during most of his college years working in the restaurant industry.

Marshall is a graduate of Cal Poly Pomona where he received his Bachelor’s degree in Finance, Real Estate and Law. Marshall currently holds a FINRA Series 7 and 66 securities licenses and a California Life Insurance license.

Marshall C. Moua

Birthplace: Santa Barbara, California

Favorite childhood memory: I remember during Christmas time I would spend a couple of days with my cousins that I did not see very often. We would stay up all night watching Disney movies or even scary movies in the living room all bunched up together.

Hobbies: During my free time, I like to catch up with old friends, go to the beach, exercise at the gym, play football with friends and try new places to eat. I also like to train and prepare for running events like the Spartan Race or Tough Mudder.

Passions: I love to exercise and keep my body in good physical condition. It allows me to make good habits of anything by setting goals and being able to accomplish them.

Family life: I am the oldest of 3 boys. I set the bar pretty high

Favorite quotes: “I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.”

- Bruce Lee

Affiliated Offices

Financial Transition Partners

(818) 704-0001

Wellworth Financial

(805) 692-4000

Monarch Wealth & Retirement Strategies

855) 529-4015

Newport Beach Wealth Management Team

Ross Headshot Marshall C. Moua

Contact Us Now Newport Beach

Contact Us Now

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

Or have one of our representatives contact you.