John A. Anderson Named “Five Star Legend” After Tenth Time as Five-Star Wealth Manager
MORRISTOWN, NJ, January 27, 2022 /PRNewswire/ — John A. AndersonCLU of Chester, New Jersey where he resides with his wife Beth and their two children, Jack and Charles, has been named a 2022 Five Star Wealth Manager. Legend”.
Mr. Anderson is founder and Managing Director of Tempewick Wealth Management located in Morristown, New Jersey which he formed in 2006.
“We are thrilled to be recognized as one of the top wealth management firms. No one achieves this goal alone, and I am no exception. I am grateful for the support of my loving family and proud of my outstanding work. team to further solidify our reputation for providing excellent service and a thorough understanding of insurance, investments and estate planning,” said Mr. Anderson.
Mr. Anderson is a licensed life insurer, with thirty-five years of experience providing tax and estate planning, retirement and business planning advice to ultra-high net worth individuals and their families, to professionals, financial and legal advisers. He has been an active member of the Northern New Jersey Estate Planning Council since 2001. Mr. Anderson has been featured in the Wall Street Journal and is a frequent speaker on the topics of life insurance held in trust, planning inheritance and taxation.
Mr. Anderson developed both the legal and regulatory entities necessary to distribute insurance derivatives for WR Insurance Agency, of which he was also President.
From 1994 to 2004, Mr. Anderson served as Vice President and Insurance Advisor for JP Morgan Private Bank. At JP’s Morgan, Mr. Anderson has worked in tandem with other Client Advisors to design and implement Wealth Accumulation, Retention and Transfer Plans using many leading income planning and wealth planning techniques. succession. From 1985 to 1994, Mr. Anderson was an Estates and Pensions Specialist with John Hancock Financial Services.
Mr. Anderson earned a BS in Finance from Fairleigh Dickinson University. He is a Chartered Life Underwriter from the American College and is a member of Finseca, the Financial Services Institute, the Million Dollar Round Table-Top of the Table, First Financial Resources and the Society of Financial Services Professionals.
Securities offered by Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered by Kestra Advisory Services, LLC (Kestra AS), a subsidiary of Kestra IS. https://bit.ly/KF-Disclosures. Tempewick Wealth Management is not affiliated with Kestra IS or Kestra AS.
SOURCE Tempewick Wealth Management