Jacob Anderson

BFA™

Financial Advisor

State(s) Licensed:   AZ, CA Insurance Lic. #0M76516, CO, GA, MO, NC, NH, NM, OR, RI, SC, TN, TX, UT, WA

Phone 360-319-5228
Address

1887 Main Street Suite 102
Ferndale, WA 98248

Jacob Anderson

State(s) Licensed:   AZ, CA Insurance Lic. #0M76516, CO, GA, MO, NC, NH, NM, OR, RI, SC, TN, TX, UT, WA

Community Impact

My clients had a momentous year of being generous with their time, talent and treasure in 2023! Hallelujah! Such a great example of clients having financial peace that promotes generosity! 

Let's put your plans in motion

I am a planner - driven by your goals and values. Your financial future, ability to be generous, and the legacy you can leave are all affected by how well you can create and implement a plan for your finances. I love coming alongside my clients to help create and implement a comprehensive plan. If you want to delegate or have a partner to address any of the following, then we should talk! 


  • Fiduciary Fee-Based planner
  • Strategic utilization of your state, county, or local employee benefits  
  • Business solutions for valuation, protection, and succession 
  • Charitable giving strategies 
  • Establishing and understanding your financial plan 
  • Maximizing your tax efficiency now and in retirement 


Even a simple plan is better than no plan – and any plan at all can have generational significance. Let’s sit down and have a conversation about how we can work together to increase the impact you have on your family, friends, and community.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Ferndale Office

Phone:
360-319-5228

Hours

M – F: 9 a.m. – 5 p.m.