ETHAN ANDERSON, AEP®, CPWA®, CFP®, ChFC®, CLU®
Partner
Ethan has been an agent of New York Life Insurance Company since 2015 and is an Investment Adviser Representative with Eagle Strategies LLC. He is a graduate of the University of Wisconsin-River Falls with degrees in Economics and Business Administration (Finance). Ethan currently holds his Life, Health, and Accident insurance licenses in multiple states, as well as his Series 7, 63, and 65 licenses with FINRA. Ethan is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a passionate Hudson Daybreak Rotarian. He specializes in comprehensive financial planning and dealing with the challenges and opportunities that face business owners, executives, physicians, and retirees. Ethan resides in Hudson, WI with his wife, Sara, and their daughter Loxlee.
Ethan’s belief is that the best financial decisions are made within the context of a plan. In his words, “The financial planning process is organic and needs to be monitored and adjusted as the changes of life occur. A plan needs and deserves attention because things change, and a relationship is necessary to make sure things go the way YOU want them to. Life isn’t black and white, it’s gray... and you have to navigate gray. In any area of life you need to know where you are in respect to where you want to go. When you have clarity in your location and destination, better decisions are a result.”
ABOUT MY DESIGNATION
As a Certified Financial Planner (CFP®) professional, I’m held to and believe in the highest ethical and educational standards. Integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence are the seven principles of a CFP® professional. While many call themselves “financial planners,” only Certified Financial Planner™ (CFP®) professionals have this extensive training and are held to these standards.
Integrity
Objectivity
Competence
Fairness
Confidentiality
Professionalism
Diligence
