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SALEM FIVE WEALTH ADVISORS - Meet the Team

Kirk Anderson   

Wealth Consultant, CFP®

Salem Five Wealth Consultant, Kirk Anderson

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At Salem Five Wealth Advisors

Kirk joined Salem Five Investment Services in 2022. As a CFP® with a 40-year career primarily at Fidelity Investments, he worked with numerous high net worth clients. Their plans often addressed multiple goals, and he built hundreds of comprehensive financial plans focusing on both investment and retirement income planning. These income plans frequently incorporated fixed and variable forms of retirement income. Additionally, he assisted clients with financial modeling of ISOs, RSUs, and other non-qualified compensation plans.

He has also educated clients on estate planning, explaining the process and coordinating the involvement of various legal professionals.

Education

Graduate of The Pennsylvania State University with a B.S. in Economics

Personal

Kirk lives with his wife Beth in Hingham, MA and also a wonderful Australian Shepherd named “Stella” and a Tuxedo cat named “Button.”


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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



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