Built on Personal Service and Long-Term Relationships
At Certified Planners Group, LLC, our mission is to help clients pursue financial stability, security, and independence through planning that reflects their goals and their lives.
Certified Planners Group, LLC
Meet the people behind your planning.
Get to know our team and the experience, personal perspective, and commitment they bring to each client relationship.
David Anderson
Certified Financial Planner
CFP®, CEP, ChFC, CLU, RFC
Dave Anderson entered the financial services industry in 1994 with Beneficial Financial Group. Dave specializes in retirement, tax, and estate planning. He regularly works with attorneys, accountants, and other qualified financial advisors.
Dave has served over 2,000 clients throughout his career and has never had a single complaint or regulatory action taken against him. He credits this to a principle his father shared when he began his business:
“Never do anything for your clients that you wouldn’t do for yourself in their situation.”
Jake Brown
Partner
Jake Brown brings 23 years of leadership experience as president of Certified Planners Group, LLC, with a focus on retirement planning and wealth transfer strategies.
With an emphasis on minimizing taxes, Jake has guided clients ranging from billionaires to everyday retirees. His personalized approach has helped families save millions throughout the financial planning process.
Over his career, Jake has developed relationships with attorneys and accountants to help coordinate clients’ planning needs. He serves clients across the Intermountain West, including Utah, Wyoming, Idaho, Texas, Nevada, Arizona, and Colorado.
Our team
Financial Consultants
Mike Dudley
Financial Consultant
Ian Rivas
Financial Consultant
Let’s get to know your goals.
Schedule a meeting with Certified Planners Group, LLC to discuss your priorities and explore your next steps.
Certified Planners Group, LLC
Thoughtful guidance.
A personal approach.
Certified Planners Group, LLC was founded with the goal of assisting clients in every aspect of their financial lives. We believe that starts with listening, understanding your priorities, and making time for your questions.
Planning that connects your finances to your life.
Your financial decisions should reflect what matters most to you. We strive to help you build financial stability and security in pursuit of greater independence, with a strategy shaped around your goals and circumstances.
We work to make complex choices easier to understand. By looking at your financial picture together, we can help identify priorities, explain options, and bring greater clarity to your next steps.
Our Commitment
Personal service means more than knowing your accounts. It means understanding your concerns, respecting your priorities, and providing attentive guidance as your financial life evolves.
Our Guiding Principle
Understanding comes before strategy. We take time to explain your current financial picture and the options available, so you can make informed decisions with a clear sense of purpose.
Certified Planners Group, LLC
Our philosophy. Our mission.
Your priorities.
Financial planning should reflect more than where you want your money to go. It should reflect the life you want to live and the people who matter most.
Good planning begins with understanding.
At Certified Planners Group, LLC, we believe honesty, hard work, and respect form the foundation of a lasting relationship. Earning your trust begins with listening carefully and understanding what matters to you.
We take time to explain your options and discuss how they fit your circumstances. Thoughtful preparation and clear communication help you approach retirement decisions with a better understanding of the path ahead.
Your values help shape the strategy. Understanding guides the decisions.
Help you plan for a life that matters.
Our mission is to help you pursue financial stability, security, and independence through personal guidance that connects your financial resources with your goals.
Whether you’re preparing for retirement, considering your family’s future, or reviewing your next steps, we look at how the pieces work together. We aim to bring clarity to your choices and purpose to your planning.
A coordinated financial picture. A personal reason behind every goal.
Let’s begin with your priorities.
Schedule a meeting with Certified Planners Group, LLC to discuss your goals, your questions, and what comes next.