Terry Anderson
Certified Financial Planner, MBA-FP, FINRA Series 7 and 24 with LPL Financial, Life, Health & Variable Annuity Insurance Licensed
Terry began his career in financial services in 1982 with a small independent broker/dealer in Long Beach, California. Starting as a rookie, he steadily advanced to the role of branch manager. For the final 12 years of his tenure there, he balanced office development, recruitment, and training, while continuing to serve his own clients.
In 2001, Terry founded his own private practice in South Orange County with a mission to offer unbiased, independent financial advice. Laguna Financial Advisors represents the evolution of that vision—bringing together a team of experienced, tenured advisors to deliver a higher standard of service and specialized expertise to clients.
Terry holds a Bachelor of Science degree from the University of Arizona and an MBA in Financial Planning from California Lutheran University.