Kipp Financial Group Names its Vice President of Financial Planning & Wealth Advisor
Kipp Financial Group, a financial and retirement planning firm in Ventura, names Michael A. Anderson V.P. Financial Planning & Wealth Advisor.
- Los Angeles-Long Beach, CA (1888PressRelease) September 26, 2015 - Anderson has a Master of Business Administration from CSU East Bay and more than ten years of financial planning experience. He specializes in working with high net worth individuals in the areas of tax efficient investing, income portfolios, and managed accounts and also focuses on working with retirees to help create distribution plans and review estate planning.
"We're very thrilled to have Mike on the team," says, Stephen J. Kipp founder and CEO of Kipp Financial Group. "With Mike's above-board approach, you'll never be in the dark about your finances. You'll understand every aspect of your plan, and how each part works to improve your long-term financial health. We know he will bring a lot to the table and will be a true asset to our firm."
Giving back to the community is one of the core values at Kipp Financial Group. Anderson serves on the board of several nonprofit organizations, and supports Ventura County Community Foundation, Rotary Club of Ventura, Ventura Education Partnership, Ventura Boys & Girls Club and many more. In 2007, Anderson was honored Rotarian of the Year.
"I'm very thrilled to join the Kipp Financial Group team," expresses Anderson. "I feel extremely confident that I can bring my education, experiences and expertise to the firm. I look forward to a bright future with such a reputable company."
For more information on Kipp Financial Group, call 805-650-7654 or visit the website at http://kippfinancialgroup.com.
About Kipp Financial Group
Founded in 1989 by Stephen J. Kipp, a third generation resident of Ventura County, the Ventura-based Kipp Financial Group is an ensemble practice of leading financial planning and wealth management professionals. The firm provides custom, in-depth analysis and client-centered financial solutions tailored to meet wealth management needs and helping clients achieve financial and lifestyle goals. For more information, visit http://kippfinancialgroup.com.
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