Brook Anderson Email and Phone Number

I’m a 25 year+ finance professional with a passion for helping people achieve their financial dreams and aspirations. I am both a CPA and CFP® Practitioner who also holds an MBA with a concentration in finance, but professional credentials only go so far, in the long term it comes down to trust and relationship. People deserve more than just technical knowledge; they deserve a genuine shared commitment and desire to realize their hopes and dreams over a lifetime.I provide robust financial planning and wealth management services. What I offer is truly unique among financial advisors. I combine unmatched knowledge of theory, academic research, and practical application to the decisions that matter most. My goal is to guide you in making the best financial decisions for your situation; optimal decisions at the optimal time. I specialize in complex situations requiring a depth of knowledge generally not found in our industry. My clients include corporate executives, high-net-worth retirees, as well as rapid accumulators pursuing financial prosperity. Regarding any posts on this page: Any opinions or comments expressed by friends or followers are those of the persons submitting them and do not represent the views of Cutler Investment Group or its management. Cutler Investment Group is not responsible for and does not endorse any content, advertising, advice, opinions, recommendations, or other information from third parties, including this social media site.