“Moneywise Wealth Management is an independent financial planner located in Bakersfield, California. David R. Anderson is the firm's managing partner. As a fiduciary Financial Advisor, he meets with clients, creates financial plans, discusses and develops the right strategies based on their money goals, and suggests investments. Their comprehensive and hyper-engaged investment and planning services are passionately driven by their advisors' 60+ years of combined industry experience and dedication to doing everything within their power to better their clients' lives by relieving stress and helping them manifest their retirement goals. Their Moneywise financial advisors are passionate about partnering with individuals, families, and business owners to help implement exemplary investment solutions and customize retirement and financial plans that support each person's unique needs and goals leading up to and through their retirement years. They are passionate about their work and are honored to help every client shine brightly.”
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