Blayne A. Andersen, CFP®

Chief Investment Officer

I am the benefactor of great parents, and I am forever grateful for my heritage. I am a third-generation small business owner and my mother is an educator with over 20 years serving on a school board in Bakersfield, California. These examples have led me to the field of private wealth management.

My passion for combining the teaching and coaching of wealth management while serving small business owners and their employees drives the pursuit of transformational wealth outcomes. Experience includes teaching a community family finance course at a local university as a non-credit instructor. I’ve also lead a series of classes on tax and investment strategy as a part-time faculty member. I am also a Registered Financial Advisor with the NFLPA. This designation reflects specialized training in the financial challenges athletes face.

Learn how we help athletes plan for life after a short career →

With well over a decade of experience in capital markets, I have experience offering best in-class securities and advanced retirement planning strategies. These include alternative investments such as real estate, oil and gas, along with structured notes, private equity and venture placements. My commitment to help clients achieve generational-changing wealth is only matched by my fiduciary responsibilities. We operate with uncompromising integrity and a steadfast commitment to doing what is best for our clients and their families.

Blayne Andersen is sometimes misspelled online as Blayne Anderson, Blaine Andersen, or Blane Anderson. If you’ve searched for those variations, you’re in the right place.

FAVORITE TRAVEL DESTINATION

Dominican Republic

FAVORITE SPORTS TEAMS

San Francisco Giants

FAVORITE HOBBY

Watching my kids’ activities

Licenses, Certifications, and Organizations

Certified Financial Planner®, Accredited Investment Fiduciary®, Executive Certificate in Financial Planning, Series 66 Uniform Combined State Law Examination, Series 7 General Securities Representative, Six Sigma Green Belt, Registered Financial Advisor with NFLPA

WHAT EXCITES ME MOST ABOUT THE FUTURE OF FINANCIAL PLANNING?

I love entrepreneurs and entrepreneurship.  Financial planning offers unique opportunities to create prudent tax and investment strategies to empower small business owners to take their businesses to the next level.  I have run P&Ls across a variety of businesses and industries.  This experience affords me a distinct perspective in financial planning and evaluating investments across a multitude of asset classes.

I have seen first-hand how financial planning diversifies and grows an individual’s wealth allowing them to change the trajectory of their families’ lives.  Because of my family’s example, I strive to be a good steward of their legacy by serving in my church and community.  I have served on the advisory board for the Bonneville County Educational Foundation and multiple charitable organizations.  My family of five means the world to me, and it is an honor to assist others in their personal and financial goals for their families.