Roger Anderson CFP®
Roger manages assets and creates financial plans tailored to clients’ goals for a well-rounded approach.
For over 40 years, Roger Anderson, a CERTIFIED FINANCIAL PLANNER™ professional, has helped clients reach their financial goals through personalized strategies in asset management, risk assessment, and estate planning. Guided by the CFP® Code of Ethics, Roger emphasizes integrity and a client-first approach in his work.
His clients include retirees, 401(k) and 403(b) participants, Fortune 500 executives, and working families. While his minimum account requirement is $100,000, he offers flexibility for referrals and flat-fee clients.
Roger takes the time to listen and understand each client’s unique needs. After a thorough financial analysis, he works with clients to develop and implement a custom plan, balancing investment opportunities with their risk tolerance. His approach includes reviewing and updating estate plans to ensure a smooth financial transition.* A Minneapolis native, Roger studied biology with minors in chemistry and math at Bemidji State University. He now lives in Minnetonka, enjoying various outdoor activities with his wife and two children.
*Capital Advisory Group Advisory Services and United Planners do not provide tax or legal advice but collaborate with clients and their legal advisors on estate planning.
