Bryan P. Andersen, CFA, CAIA

Bryan's passion is to help families and businesses financially protect who and what matters most to them. What this means is investing the time to understand and appreciate their unique situation to build a trusting relationship. Bryan explains the benefit as, “clients feel comfortable, educated, and prepared to secure what matters most to them and their loved ones.” 

Bryan specializes in developing and providing financial planning and investment solutions to families and small business owners.  He is committed to helping clients achieve their financial goals through educating them about their options on a variety of topics including cash management strategies, investment allocation, protection solutions, estate planning, tax reduction strategies among other financial planning needs. 

Prior to joining the Charles Andersen Group in 2013, Bryan was an Assistant Vice President at MetLife within the Investment Advisory Department.  In this capacity, he was responsible for investment oversight, manager selection and both quantitative and qualitative analysis of MetLife investment portfolios totaling over $125 billion in assets.  He was also responsible for presenting to the MetLife Independent Board of Trustees on investment performance, portfolio analytics, evaluation of outside investment managers and strategic asset allocation. 

Bryan holds degrees from the University of Southern California – Marshall School of Business (MBA) and Bucknell University majoring in Business Administration with a minor in Economics. 

In his free time Bryan loves spending time with his family which includes his beautiful wife April, two daughters: Paige and Mackenzie and son: Brady.  When not in the office, Bryan enjoys spending time with friends, good food, sports, Colorado's outdoor activities, reading and being an active member within his community. 

Bryan holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.  Bryan also holds his FINRA Series 7 and 63 as well as being Life, Health and Variable licensed.