Stephen F. Anderson Clu Chfc Cfp®

Stephen F. Anderson CLU ChFC CFP® is a seasoned financial professional with extensive experience in the insurance and financial services industry. Currently serving as Director at Oyster Consulting, LLC since August 2020, Stephen has a diverse background, including founding SF Anderson Financial Services in 1993 to assist professionals and business owners in estate protection and business continuity. Previously, Stephen held the role of President & CEO at Waterstone Financial Group from 2002 to 2010, leading a Security Broker Dealer with 600 Independent Registered Representatives. Prior positions include President of Waterstone at Pacific Life Insurance Company and Vice President at Dreher & Associates, where involvement in mergers and operations was significant. Stephen holds a BS in Business with a double major in Marketing and Management from Eastern Illinois University and further qualifications including CLU, ChFC, and CFP from esteemed institutions.

Links


Org chart

This person is not in the org chart