Anderson Financial Strategies, LLC | Financial Advisor in Dayton ,OH

6450 Poe Ave., Suite 510
Dayton, OH 45414

About

Anderson Financial Strategies, LLC is an independently owned
financial planning and investment management firm located in
Dayton, Ohio. Our mission is to provide both individual and
business clients with boutique level attention along with the
most advanced financial strategies to help them achieve their
goals.

We embrace serving as a fiduciary to our clients by placing their
needs first. Our focus is on providing unbiased, objective advice
that is customized to fit the unique needs of our clients.

As a client, you will be plugged into an "ecosystem" of financial
advice that is designed to give you confidence about your
financial decisions.

11 Years of Experience



General Information
Name of Broker/Dealer:   Cutter & Company
Name of Custodial Firm:   First Clearing Corp
States Licensed in:   AZ, FL, IN, OH, SC, VA
Number of Years with Current Firm:   2


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Disability , Long Term Care , Variable Annuity , Life , Annuity
Financial Organization Memberships:   Dayton CFA Society


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   1-1.25%
Hourly Rate:   $125


Board Positions
Organization:  Dayton CFA Society  Dayton, OH
Position :  Secretary

Education
Bachelors of Science in Business - Financial Services  Wright State University - Dayton, OH
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Masters of Business Administration - Finance  Wright State University - Dayton, OH
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FAQs


DISCLAIMER

Securities and Investment Advisory Services supervised by: Cutter & Company, Inc. (636) 537- 8770 Member FINRA, SIPC

Shon P. Anderson M.B.A., CFP, CFA

Shon P. Anderson M.B.A., CFP, CFA

CFA, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree in financial services as well as an M.B.A. in finance. Shon has also earned the distinguished designations of CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor, and is a level 3 Candidate in the CFA program. In the evenings, Shon has returned to Wright State to join the finance department faculty as an Adjunct Professor teaching personal finance courses.

On a personal note, both Shon and his wife Jess grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Beavercreek, Ohio with their dogs Jack & Benny. Shon serves as a board member for the Summit Academy Transitional High School for students with AD/HD, Asperger's Syndrome and related disorders. He is also involved with the Wright State chapter of Delta Tau Delta as an alumni advisor. In the past, Shon has volunteered his time with the Dayton chapter of SCORE, Counselor's to America's Small Business and St. Vincent DePaul gateway shelter.

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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