Anders Skagerberg, CFP®

Client Success Team Lead

Anders describes himself as a personal finance nerd who loves to help people achieve financial independence by looking at the financial equation slightly differently. When Anders gets excited about something, he jumps all in! At age fourteen, he took a personal finance class at school. He then created his first budget and taught his parents all he had learned. He excitedly told them, “It’s not about how much you make, it’s about how much you save!”

Anders earned his Bachelors degree from the University of Utah in 2019 with an emphasis on financial planning. He is happily married and has four wonderful houseplants. He spends his free time rock climbing, gardening, skiing and snowboarding, and enjoys nonfiction personal development books. He also loves playing cards and board games with his wife. He volunteers with VITA; preparing tax returns for lower-income individuals and families. His goal is to help others realize that they create the world around them. “None of us are living some pre-determined life, but rather we each choose the life we will live. I think about this in terms of personal finances and the freedom that comes when clients achieve financial independence.”

Education: University of Utah (BS)

"Life's most persistent and urgent question is, What are you doing for others?" - Martin Luther King, Jr.

Follow Anders

Get to know Anders

Finishing up a day of climbing on the island of Kalymnos. All smiles here.

Overlooking the city of Florence, Italy.

Our garden in the early summer right before it went full jungle mode.

Sometimes we dress up fancy and go to weddings, also my first time rocking a bow tie!

What's the last book you read?

Quit Like a Millionaire by Kristy Shen and Bryce Leung

What are you passionate about?

I am incredibly passionate about Financial Independence. I follow the FIRE (Financial Independence Retire Early) movement very closely and love diving deep into that world.

What's the best meal you've ever had?

It was on a farm in a small town outside of Naples, Italy. Everything had come fresh from the garden that morning and we ate pasta with fresh pesto, fried zucchini flowers, fresh salad with flowers from the garden, and wine from the vineyard. Best meal of my life!

What are you currently watching on Netflix?

Night on Earth. It is a Planet Earth style docuseries using special low light cameras and has some pretty phenomenal footage.