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Paul Anderson

Director of Legacy Planning Services

Andina Family Offices

United States, Utah, Salt Lake City

About Me

Paul B. Anderson uses 25 years of experience as a wealth advisor and financial planner to assist clients. Areas of focus include: investment management, estate planning, tax reduction, business planning, insurance management, retirement strategies, and related services. Paul is a CPA focused on helping clients resolve financial and estate issues. His financial analysis includes evaluating legal & business structures, investment options, estate planning tools, retirement planning strategies, risk management tools, income tax reduction strategies, and related. Recommendations are made with the goal of helping clients' achieve their vision by optimizing their family & financial resou

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Profile Information

Director of Legacy Planning Services

Andina Family Offices

Investment Team

Investor

Multi-Family Office

Salt Lake City

Utah

United States

Feb 25, 2025

Work Experience

Andina Family Offices

Director of Legacy Planning Services
Apr 2018 - Present
Email: panderson@andinafamilyoffices.com

Thrivers Financial Group

President/Owner
May 1998 - Present
Email: panderson@andinafamilyoffices.com

Empowered Wealth. LC

President
May 1998 - Present
Email: panderson@andinafamilyoffices.com

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