Becky Anderson, Financial Advisor located in Grand Rapids, MI

Financial Advisor
Becky Anderson

CFP®, CEPA®, AAMS®
99 Monroe Ave NW Suite 701, Grand Rapids, MI 49503opens in a new window
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Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Values and Faith Based Investing
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Naomi Stirdivant
    Associate Financial Advisor
  • Abby Kresnak
    Sr. Branch Office Administrator
  • Tom Miller
    Sr. Branch Office Administrator
    FPQP®
  • Kate VanderWel
    Sr. Branch Office Administrator
  • Megan Macomber
    Branch Office Administrator
  • Grace Unger
    Branch Office Administrator
  • Laine Zemaitis
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(616) 459-4216

Fax

(888) 233-9824

Office Address

99 Monroe Ave NW Suite 701
Grand Rapids, MI 49503opens in a new window

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