John C. Anderson, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

My background provides me with the qualifications to address your financial goals.  In addition, I can work with teams of financial professionals throughout Equitable Advisors' national network to bring you well-rounded advice and guidance.  I have been a registered representative of Equitable Advisors since December 2001 and have been in the industry since that time.  I hold an Economics degree from Harvard College and an MBA from Northwestern University - Kellogg Graduate School of Management.  My achievements at Equitable include:  Branch Class Leader in 2002 and 2003, International Sales Campaign Leader in Fall 2002, appointment as a Vice President in the Chicago Branch in August 2004, and obtaining my Certified Financial Planning Designation in January 2008.  I am involved in the National Black MBA Association and the Kellogg Alumni Club of Chicago.  I am also very active with the 100 Black Men of Chicago mentoring organization, holding various leadership posts, including my current position as a member of the Board of Directors.

Five Star Wealth Manager Award Winner – 2019, 2020, 2021, 2022

This Five Star Wealth Manager Award was given on April 14th, 2022 remains valid for the year of 2022 and is administered by Crescendo Business Services, LLC (dba Five Star Professional). Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. The named award recipient previously won this award in 2019, 2020 and 2021.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

California Insurance License #: 0F17754


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Optimal Planning Partners, Inc. is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 630-575-5021
Fax 630-954-4097
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