Justin Anderson

Justin Anderson

Financial Advisor
CUSO Financial Services, L.P.* at UFCU

—Relationships are all there is.

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Profile

Justin has never met a stranger. The greatest piece of wisdom his long-time mentor instilled in him was that everyone has a unique story worth hearing, so he strives to make everyone he encounters feel heard, known, and cared for. He began his career in corporate finance, but quickly realized he could have a much more tangible impact in the lives of individuals and families by helping them accomplish their personal financial goals. Justin’s parents are both teachers and he strives to emulate their spirit of education by always leaving his clients better than he found them.

He joined us from a competing firm where he had been working for more than 5 years. He focuses on comprehensive planning that covers everything from basic budgeting and debt management to complex retirement and wealth distribution strategies.

“Finances affect everyone, period. Their experience can be positive or negative; my goal is to help each and every one of my clients view their financial resources as a tool they can steward to achieve their hopes and dreams, rather than an added stressor to their situation,” he says.

Justin is a graduate of Texas A&M University, husband to his wife, Jennifer, and proud father of his three beautiful children, Jamar, Zoe, and Wynn. When he’s not serving clients, he likes to play ultimate Frisbee and mentor young engaged and married couples.

Get to Know Justin

What is your favorite holiday?
“Christmas”

If you could meet anyone, living or dead, who would it be?
“Tom Brady”

What is the one food you would never give up?
“Burgers and Fries”

 


* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Phone (512) 977-7917