Get to know Peter J. Anderson, CFP®, AIF®

 

Focusing on excellent customer care.

Let's connect to get started:
(513) 693-4014 | anderson.peter@principal.com
4555 Lake Forest Dr., Suite 230A 
Cincinnati, OH 45242

 

 

 

 

Experience:

  • Committed financial professional for 21+ years
  • Specializes in 401(k) and other retirement plans for business owners and their employees.
  • Works individually with clients to help proactively plan for retirement and other life events.

Education & Credentials:

  • CERTIFIED FINANCIAL PLANNERTM Professional 
  • Accredited Investment Fiduciary® AIF®
  • Member: Society of Financial Service Professionals, FPA.
  • Graduate of Bucknell University, Lewisburg PA

Interests:

  • Time with family and friends
  • Travel, Gardening, Golf
  • Volunteering in community 

2099212-032022