Connect with Connor Anderson
Connor Anderson, CFP®, AAMS®
Lead Financial Advisor
Connor Anderson joined Aspyre Wealth Partners in January 2026, bringing more than a decade of experience helping individuals and families navigate complex financial decisions. His work is grounded in a simple but often overlooked truth: financial planning is most critical when life is changing.
Connor specializes in guiding clients through moments of transition—times when clarity matters most and emotions often run high. Whether preparing for retirement, navigating a divorce, or adjusting after the loss of a loved one, he brings both technical expertise and a steady, human-centered approach to each conversation.
Connor is drawn to working with clients at pivotal inflection points. His role is to help bring structure and direction when things feel uncertain, translating complexity into clear, actionable decisions. Through thoughtful planning and ongoing partnership, he helps clients move forward with confidence.
“I help clients find clarity, confidence, and direction when things feel uncertain.”
EDUCATION
- BA in Marketing, St. Ambrose University
- BA in Public Relations/Marketing Communications, St. Ambrose University
CERTIFICATION
- CERTIFIED FINANCIAL PLANNER™
- Accredited Asset Management
SpecialistSM
SPECIALTIES
- Comprehensive Financial Planning
- Transitions Planning
More About Connor Anderson
W,hat drives Connor most is seeing the full arc of a client’s journey: from early aspirations to measurable progress, and eventually a confident transition into retirement. He believes financial planning is not just about numbers, but about creating alignment between resources and what matters most.
Outside of work, Connor’s life is centered around family and shared experiences. He and his wife are raising their three boys, which includes a set of twins. As an identical twin himself, Connor appreciates the uniqueness and energy that comes with a house full of boys.
When he’s not working with clients, you’ll likely find him on the golf course, practicing guitar, or exploring new destinations and restaurants with his family. And when dining out, two desserts are better than one!
“Price is what you pay, Value is what you get.”
