Let us help you achieve your
financial and retirement goals.
Chris Anderson, CRPC®
- 670 Lincoln Avenue
- San Jose, CA 95126
- 408.545.1571 or 1.800.995.0287, Ext. 51571
- Fax: 408.293.8741
Chris Anderson, Financial Advisor with CEFCU® Investment Services, has nearly 17 years of experience in investment planning and insurance. He can work with you to help build your wealth and create a comprehensive financial plan for your total portfolio. With his extensive knowledge, he can tailor a program to help meet all your needs.
Chris is a registered representative of CUNA Brokerage Services, holds a bachelor's degree from Southern Illinois University, and has a Chartered Representative Planning Counselor® (CRPC†) designation from the College for Financial Planning.
As your investment representative, Chris can help you create a college savings plan, help build your retirement income plan, and more. Other available insurance and investment products include: Mutual Funds, Annuities, Stocks, Bonds, Individual Retirement Accounts (IRAs), and Roth IRAs. For more information or to schedule an appointment with Chris Anderson, contact us.
CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services available through MEMBERS® Trust Company (MTC). CBSI and MTC are under separate contracts with the financial institution to make securities and trust services, respectively, available to members. †CRPC® is a registered service mark of the College for Financial Planning®. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-1099166.1-0115-0217