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About Our Team

Our FirmGuiding Your Financial Journey With Integrity & Insight

Founded in 2008, John Andersen Financial was established with a clear mission: To provide experienced advice and strategies that help individuals achieve financial well-being and security, while respecting their personal values and objectives. Our approach is centered on aligning your financial goals with your overall life aspirations. We guide you toward financial success with a comprehensive understanding of what matters most to you.

At the heart of our practice are our core values: Authenticity, Trust, and Caring. These principles shape every interaction we have with our clients, fostering relationships built on transparency and mutual respect. We believe that financial advising is not just about numbers; it's about connecting with people and understanding their unique journeys.

Meet Our Team

John Andersen

Financial Advisor

805-435-1226

jandersen@osaicwealth.com

I am the owner and advisor at John Andersen Financial, where my primary responsibilities involve supporting clients with their financial needs and running my advisory practice. I have been working in the financial services industry for...

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Gabby Kates

Client Coordinator

As a Client Coordinator at John Andersen Financial, my primary responsibility is to support both our advisors and clients, ensuring a seamless and professional client experience. My duties encompass four main areas: client service,...
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