Stephen F. Anderson

Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, business owners and professionals.

A vast experience in executive management for both insurance and security companies gives him the expertise to understand the unique challenges business owners and executives face. Mr. Anderson reviews existing, as well as new life insurance programs to help ensure that client’s objectives are met.

He is a registered representative and offers Securities through LPL Financial. Member, FINRA and SIPC.


  • Estate Planning
  • Business Planning – Key Person, Supplemental Retirement & Business Succession
  • Retirement Planning – Qualified & Non-Qualified Plans
  • Charitable Planning
  • Special Needs Planning
  • Advanced Insurance Designs
  • Family Needs Analysis

Professional Designations:

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Certified Financial Planner (CFP™)

Would you like more information? Please fill out the form below:

PensionQuote, Inc.

Telephone: 800.717.4723
Facsimile: 305.539.9732
E-mail: [email protected]

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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