With more than 34 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios designed to address their specific financial goals.I founded Sutter Wealth Management in 2010, and sincerely seek professional gratification from helping clients work toward and feel a sense of accomplishment and control in the areas of their lives most important to them. As an experienced financial advisor, I focus on retirees, physicians, dentists, business owners and other professionals.I am a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™. I've attended a business succession program involving strategic business planning, business succession, and buy-sell agreements; business valuation, investments, and insurance planning for business owners; asset preservation strategies and family dynamics, intra-family transfers, sales to third parties, and ESOPs. I am a proud member of Ed Slott’s select Elite Advisor group.I attended California State University Fresno where I studied Business Administration. In my spare time, I enjoy travelling, golfing, and fly fishing.A little history on Sutter's Fort which is how I derived at the name Sutter Wealth Management:Sutter’s Fort was built more than 150 years ago in Sacramento. In 1848, it was discovered that much of the property was speckled with what appeared to be small flecks of gold. Word soon leaked out and within months, the largest gold rush in the world had begun. Advisory services offered through Hayden Royal, LLC, a registered investment advisor. Securities offered through Chalice Capital Partners, LLC, member FINRA (http://www.finra.org) / SIPC (http://www.sipc.org). Email: panderson@sutterwm.comPhone: 877.284.3001