Aaron Anderson, Cfp®, Clu®, Chfc® Email and Phone Number
Aaron Anderson is president and managing partner of FIT Wealth Management with over 12 years of experience in the financial industry. Aaron is passionate about offering a client experience that goes above and beyond the industry’s standard and managing his client’s financial lives with a high level of trust and integrity. Aaron graduated from Colorado Christian University with a bachelor’s degree in communication and went on to obtain an MBA in financial planning from California Lutheran University. Aaron also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant® (ChFC®) designations. Prior to joining FIT Wealth Management, Aaron spent many years as a portfolio manager and wealth planning advisor at CoBiz Financial and as a senior investment advisor at Private Capital Management. Aaron enjoys mountain biking, fishing, and spending time with his wife, Hilary, and their three children.
Fit Wealth Management
View- Website:
- fit-wealth.com
- Employees:
- 2
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PresidentFit Wealth Management Sep 2018 - PresentCentennial, CoFIT Wealth Management is a full-service financial advisory firm dedicated to delivering an intentional, uncommon, and personal wealth management experience. Led by Brian Miller and Aaron Anderson, the FIT team strives to help people achieve financial independence through best-in-class financial planning and investment management, using their 3-tiered framework to create a comprehensive plan that is intentional, disciplined, and repeatable for optimal results. To learn more about FIT Wealth Management and what we can do for you, connect with us here on LinkedIn and visit http://fit-wealth.com. -
Senior Investment AdvisorPrivate Capital Management Jul 2015 - Sep 2018
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Portfolio ManagerCobiz Wealth Management Nov 2011 - Jul 2015
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Wealth Planning AdvisorCobiz Financial Inc. Mar 2010 - Nov 2011 -
Financial ConsultantAxa Advisors, Llc 2009 - 2010 -
Client Relations ManagerAxa Advisors 2006 - 2009
Aaron Anderson, Cfp®, Clu®, Chfc® Education Details
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Financial Planning -
Chartered Financial Consultant® -
Chartered Life Underwriter® -
Communication
Frequently Asked Questions about Aaron Anderson, Cfp®, Clu®, Chfc®
What company does Aaron Anderson, Cfp®, Clu®, Chfc® work for?
Aaron Anderson, Cfp®, Clu®, Chfc® works for Fit Wealth Management
What is Aaron Anderson, Cfp®, Clu®, Chfc®'s role at the current company?
Aaron Anderson, Cfp®, Clu®, Chfc®'s current role is President of FIT Wealth Management.
What schools did Aaron Anderson, Cfp®, Clu®, Chfc® attend?
Aaron Anderson, Cfp®, Clu®, Chfc® attended California Lutheran University, The American College, The American College, Colorado Christian University.
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