FINANCIAL ADVISOR
CallSend Me a MessageBecky Anderson
CFP®, CPWA®, AAMS™
99 Monroe Ave NW Suite 701, Grand Rapids, MI 49503opens in a new windowFocus Areas
- Intergenerational Planning
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Values and Faith Based Investing
- Retirement Income Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CPWA®
Certified Private Wealth Advisor®AAMS™
Accredited Asset Management Specialist™
Team Members
- Naomi StirdivantAssociate Financial Advisor
- Abby KresnakSr. Branch Office Administrator
- Tom MillerSr. Branch Office AdministratorFPQP®
- Kate VanderWelSr. Branch Office Administrator
- Belle WalstonBranch Office Administrator
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