,Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC®
Anders is a Senior Partner and Financial Advisor at Finity Group. As one of the founding members, Anders is involved in almost every facet of Finity Group, from managing operations and guiding the growth and direction of our firm, to assisting his clients with their financial planning needs.
As an advisor, Anders prides himself on getting to know his clients beyond the numbers. He knows there is a vast and growing number of resources available to consumers to address financial needs, but he understands that the intentions behind the numbers are where effective planning takes place. Anders asks questions until he arrives at the root of concern, striving always to put his clients needs first and offering sound advice to keep his clients on track with their goals.
A significant portion of Anders practice is dedicated to serving the needs of medical professionals and their family members. Due to his dedication to excellence in service, thoroughness in planning, and expertise in issues unique to the medical community he has been recognized by Medical Economics Magazine as one of the Top Financial Advisors for Doctors in the country. He’s achieved this honor each year since 2010.
Anders holds a bachelors degree from Oregon State University with a focus in Finance and Accounting. Since 2004 he has held his Series 7, 63 and 65 designations. He also carries advanced designations, including Certified Financial Planner (TM), Chartered Financial Consultant, ChFC and Chartered Life Underwriter, CLU.
In his free time, Anders enjoys travelling and spending time with family and friends. Some of his favorite travel destinations are Hawaii, Belize, and Costa Rica. This list is quickly expanding as time allows. His golf game continues to improve and he enjoys the occasional day skiing.
Anders and his wife, Katie currently make their home in Happy Valley, OR.