Get to know Eric Anderson, CFP®
Eric Anderson, CFP®
As a Certified Financial Planner™ and former owner of a tax-preparation business, Eric helps clients confidently pursue retirement by using his experience and expertise to craft holistic financial plans.
Prior to becoming a financial planner, Eric was a Registered Tax Return Preparer and owned his own tax business from 2009 to 2016. He is passionate about helping clients through many strategies including retirement and employee benefits planning; protection or insurance planning; estate planning; tax planning and investment planning.
One of Eric’s primary responsibilities at Retirement Income Strategies is conducting the annual Complete Planning Review for most clients.
Eric earned his bachelor’s degree in business administration with a concentration in finance from Valparaiso University. In addition to earning his Certified Financial Planner™ designation, he is licensed in life insurance and has passed his Series 7 and 66 securities exams. Eric also is a member of the Financial Planning Association®, an organization for professionals who strive to master the practice of financial planning.
A resident of Rockford, Illinois, for more than 15 years, Eric is married and the proud father of two daughters. In his free time, he enjoys spending time outdoors fishing, cycling, canoeing and hiking.