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portrait of Andy Anderson
FINANCIAL ADVISOR

Andy Anderson

CEPA®
1280 Corona Pointe Ct, Suite 104, Corona, CA 92879opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Andy

My career as an Edward Jones financial advisor allows me to achieve my lifelong goal of making an impact on people's lives and our community. I am able to do so by understanding the financial goals that are important to you and using an established process to help identify strategies to help you get there. I also work closely with your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family.

Prior to joining Edward Jones, I spent over 25 years in the banking industry. I am a graduate of Charter Oak State College...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Divorce Finances

Work History

  • Edward JonesOctober 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Charter Oak CollegeBachelor of Science

Personal Interests

  • Baseball
  • Pets
  • Traveling
  • Community Outreach
  • Pickleball

Team Members

  • Melanie Guzman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(951) 847-7743

Fax

(855) 284-2796

Office Address

1280 Corona Pointe Ct
Suite 104
Corona, CA 92879opens in a new window

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