About 

Dave Anderson CFP ®, CEP ®, CLU, ChFC

Dave Anderson entered the financial services industry in 1994 with Beneficial Financial Group. Dave specializes is safe money growth strategies. He regularly works with attorneys, accountants, and other qualified Financial advisors. Dave has amassed over 2,000 clients over his time in the industry and has never had a single complaint or any regulatory action taken against him. He credits this with a strategy his father taught him when he began his business “Never do anything for your clients that you wouldn’t do for yourself in their situation”.

Dave is active in his church and his community. He is highly involved in the Boy Scouts of America and Volunteers his professional skills for the American Patriot Service Corps, a non-profit organization that helps military veterans throughout the United States.

He currently holds the following credentials:

• CFP (Certified Financial Planner)
• CEP (Certified Estate Planner)
• CLU (Chartered Life Underwriter)
• ChFC (Chartered Financial Consultant)
• RFC (Registered Financial Consultant)
• IAR (Investment Advisor Representative)
• A.A. (Accredited Agent) for the United States Department of Veteran’s Affairs.