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CEFCU Wealth Management Group
Chris Anderson, Financial Advisor with the CEFCU Wealth Management Group, can work with you to
build your wealth potential 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 has nearly 12 years of experience in investment planning and insurance. He is a registered
representative of the CUNA Mutual Insurance Society, 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.
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Christopher Anderson, CRPC®†
Financial Advisor
Located at:
670 Lincoln Avenue
San Jose, CA 95126
Phone: 408.545.1571
Toll Free: 800.995.0287, Ext. 1571
Fax: 408.293.8741
Email: canderson@cefcu.com
Insurance License #0G66376
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Chris is excited about serving Valley CU members and will work with you to help
improve your financial well-being the credit union way — focused on your best interest and financial
goals. For more information or to schedule an appointment, please call 408.545.1571.
FR061002-DE2F
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