When people approach a milestone in their lives, they often think about how to pay for it. Upcoming events like sending children to college, retiring from a salary, welcoming new babies and selling homes inspire us to make these decisions.
I am a financial advisor who uses financial strategies to empower families with a blueprint to help accomplish their financial goals.
I utilize 11 years of experience, extensive training and Edward Jones' resources to design a long-term, personalized financial strategy.
I use an established process to help design a customized plan for each client to reach their goals.
My passion is to empower clients with an action plan that helps make their goals a reality. We work together to determine what is most important to you and in what priority.
Before discovering my career as a financial advisor, I worked using my engineering degree on design plans. Perhaps it is my background as an engineer that makes it fun to participate in the design process of helping bring my clients' goals to life. I enjoy combining analysis and problem-solving skills with an empathetic approach to improve people's financial lives. To me, money is a great tool that helps us reach our true goals, including caring for people we love.
Beyond professional work, my husband and I enjoy the real work of parenting our two young daughters. We are currently working on letters and kindness.
Surfing at Honolua Bay was the original motivation for moving to Lahaina town over a decade ago. I am a Rotarian of the Lahaina Sunset group since inception and grateful for our Maui community.
My Personal Interests
- Spending Time with Family
Phone NumberAndrea J Anderson at (808) 667-6848
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More