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Terry Andersen, Cfp® Email & Phone Number

Financial Advisor at Tactical Wealth Partners, LLC
Location: Indianapolis, Indiana, United States 4 work roles 2 schools
1 work email found @comcast.net 3 phones found area 210 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@comcast.net
Direct phone (210) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Financial Advisor
Location
Indianapolis, Indiana, United States

Who is Terry Andersen, Cfp®? Overview

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Quick answer

Terry Andersen, Cfp® is listed as Financial Advisor at Tactical Wealth Partners, LLC, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 210, and a matched LinkedIn profile for Terry Andersen, Cfp®.

Terry Andersen, Cfp® previously worked as Associate Vice President at 1847Financial and Private Wealth Management Intern at Wells Fargo Advisors. Terry Andersen, Cfp® holds Finance from Smu Cox School Of Business.

Company email context

Email format at Tactical Wealth Partners, LLC

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*@comcast.net
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AeroLeads found 1 current-domain work email signal for Terry Andersen, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Terry Andersen, Cfp®

I'm a Certified Financial Planner™ who works with Biglaw attorneys.We specialize in helping our clients convert their Biglaw income into wealth.And we have a proprietary framework to do that.It's called Biglaw Income Optimization™. We focus on three core planning areas (The 3 M’s) to help you build wealth in a predictable manner:1. Minimizing Taxes → So you keep more of each paycheck2. Monitoring Spending → So you avoid Golden Handcuffs3. Maximizing Savings → So you build a passive income machineWe can achieve superior results than our competition by pulling those 3 levers.And to be clear I'm not claiming to be better.I'm saying we’re different than the other advisors cold calling you daily.In fact, the point is we don’t have competition. We created a whole new category of financial advice.So if you want an insurance product or an investment portfolio—you have plenty of choices.If you want a proven system to build financial independence from a Biglaw income—you will need to come talk to us :)Whenever you're ready, there are 2 ways I can help you:1) Download a free copy of my e-book: https://biglaw.tacticalwealthpartners.com/biglawfreedom2) Schedule a 15-minute introductory call with me: https://calendly.com/tacticalwealthpartners/15min

Listed skills include Financial Modeling, Investments, Valuation, Finance, and 4 others.

Current workplace

Terry Andersen, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Tactical Wealth Partners, LLC
Tactical Wealth Partners, Llc
Financial Advisor
AeroLeads page
4 roles

Terry Andersen, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Dallas, Texas, US

Tactical Wealth Partners is a holistic financial planning firm that leverages creative finance, tax, and investment strategies to help Biglaw attorneys strategically pay off student loans and efficiently build wealth. For more information, please visit our website: www.tacticalwealthpartners.com

Feb 2017 - Present

Associate Vice President

Horsham, Pennsylvania, US

Comprehensive financial planning for individuals, families, and business owners.

Jun 2013 - Jan 2017

Private Wealth Management Intern

St. Louis, Missouri, US

Assisted with investment portfolio construction and management for high-net-worth individuals.

Feb 2012 - Sep 2012

Summer Analyst

New York, NY, US

Assisted with economic updates and developing a client communication strategy.

Jun 2011 - Aug 2011
2 education records

Terry Andersen, Cfp® education

Finance

Smu Cox School Of Business

Summer Scholars Program, English

Brown University
FAQ

Frequently asked questions about Terry Andersen, Cfp®

Quick answers generated from the profile data available on this page.

What company does Terry Andersen, Cfp® work for?

Terry Andersen, Cfp® works for Tactical Wealth Partners, LLC.

What is Terry Andersen, Cfp®'s role at Tactical Wealth Partners, LLC?

Terry Andersen, Cfp® is listed as Financial Advisor at Tactical Wealth Partners, LLC.

What is Terry Andersen, Cfp®'s email address?

AeroLeads has found 1 work email signal at @comcast.net for Terry Andersen, Cfp® at Tactical Wealth Partners, LLC.

What is Terry Andersen, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 210 for Terry Andersen, Cfp® at Tactical Wealth Partners, LLC.

Where is Terry Andersen, Cfp® based?

Terry Andersen, Cfp® is based in Indianapolis, Indiana, United States while working with Tactical Wealth Partners, LLC.

What companies has Terry Andersen, Cfp® worked for?

Terry Andersen, Cfp® has worked for Tactical Wealth Partners, Llc, 1847Financial, Wells Fargo Advisors, and Merrill Lynch.

How can I contact Terry Andersen, Cfp®?

You can use AeroLeads to view verified contact signals for Terry Andersen, Cfp® at Tactical Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Terry Andersen, Cfp® attend?

Terry Andersen, Cfp® holds Finance from Smu Cox School Of Business.

What skills is Terry Andersen, Cfp® known for?

Terry Andersen, Cfp® is listed with skills including Financial Modeling, Investments, Valuation, Finance, Bloomberg Terminal, Asset Allocation, Insurance, and Life Insurance.

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