Terry Anderson

Terry entered the financial service business back in 1982. He started working with a small independent broker/dealer in Long Beach, CA.  He worked his way up from rookie to branch manager, spending the last 12 years with the firm trying to balance office development, recruitment and training, all while still maintaining his own clientele.  Finally, in 2001 he established his own private practice in south Orange County with the goal of providing unbiased, independent advice.  Laguna Financial Advisors is the next step in the continued growth and expansion of this practice, bringing together several experienced and tenured advisors, providing a higher level of service and expertise to our clientele.

Terry earned his Bachelor of Science degree from the University of Arizona and MBA in Financial Planning from California Lutheran University.

Phone 949-855-8889
Fax 949-587-0520