Who We Are

About Us

Why is financial planning and analysis so important?

Comprehensive financial planning and analysis is based not only around your goals, but your core values. It considers what is most important to you and how your wealth relates to that. This type of planning recognizes the interrelation between the pieces of financial planning and takes an integrated approach toward managing your financial picture.

This is what we do. We plan around your values, goals, and timeline – considering what you want your wealth to do not only for you, but for those that you love.

Meet the Team

Meet David Andersen, ChFC, CLU

Dave has been in the financial services since 1995 specializing in: Planning for individuals, Pre and post retirement, Helping manage assets, Planning for orderly and efficient generational transfer. David is always looking to further his knowledge base and most recently completed a course on Asset Allocation and Behavioral Finance hosted at the Faculty Club, Harvard University. Previously he attained a Retirement Planning Specialist designation from the Wharton school. He has also received designations of ChFC and CLU.

Dave loves being outdoors and all of the activities that accompany it. Dave is active in his community serving on the: West Haven City planning commission for 5 years, Scout leader for 17 years, Actively involved in Church and various other charities.

Dave’s favorite thing to do is spend time with his family in various activities.

Meet Mark Manning, CFP®

Mark’s passion for Financial Planning started when he earned a Bachelor of Science Degree in Personal Financial Planning from Utah Valley University. While completing his degree, he worked at Fidelity Investments and after graduating moved to New York City where he did Financial Planning and Investment Analysis for advisors at New York Life. He grew up in Utah so moving to the City was quite the change of pace. Mark believes it’s vital to take a holistic approach to the financial planning process with each piece of the puzzle being important to achieve one’s overall goals. Mark is a Certified Financial Planner® and is always looking to learn new and interesting things in the subjects of financial planning.

Mark most enjoys spending time with his wife Lindsey and two sons Wallace and Ivan. They love traveling around the world and exploring both new and familiar places, enjoying all the outdoors has to offer, and finding new and delicious places to eat. In their spare time you’ll often find them cheering on their favorite local soccer team (Go RSL!) or taking in a Broadway show.