Joseph R. Anderson,

With over 35 years of experience, Joe endeavors to help others do well through financial planning and investment portfolio management. He is part of a dedicated team of professionals at Raymond James who offer custom wealth management strategies tailored specifically to high-net-worth families through a robust platform of planning, advice, solutions, and services.

Looking to combine his years of experience with recognized qualifications and expertise, Joe obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013. He is also a Certified Private Wealth Advisor^®, Chartered Retirement Planning Counselor^®, and Certified Exit Planning Advisor^®. Joe’s educational background includes a bachelor’s degree in economics from The University of Texas at Austin.

He began his career with Merrill Lynch in Walnut Creek, California in 1988, moving to Coeur d’Alene in 1998. He last served as Senior Vice President and Senior Resident Director for the firm. He joined Raymond James along with the Coeur Private Wealth Management team in May 2020, drawn by shared values of independence and integrity.

Joe has a history of community involvement. Through the years, he has served as president of Coeur d’Alene Summer Theatre and Hayden Lake Country Club, as well as past committee chair of the Coeur d’Alene Chamber of Commerce and past member of the planned giving committee at North Idaho College.

Born in San Francisco, Joe was raised on the North Shore of Lake Tahoe and currently resides in Coeur d’Alene with his wife, Andrea. They have three daughters: Abby, Miranda, and Sophie. Abby is finishing up a Graduate degree at The University of Southern Mississippi, Dr. Miranda Anderson DDS is a practicing dentist in Coeur d’Alene, and Sophie is studying business at The University of Arizona.

When he’s not working or spending time with family, you might find Joe struggling with his golf game, hiking, boating, skiing, or watching college football.

Recognized qualifications and expertise:

Certified Financial Planner (CFP^®) is a professional designation awarded to financial advisors who have passed rigorous coursework and an examination to prove their fluency in all aspects of financial planning. CFPs must undergo years of training—4,000 to 6,000 hours in total—before they are eligible to place the letters CFP after their name. They’re also obligated to continue their education even after receiving certification.

High-net-worth individuals have unique needs that require wealth managers with more than a basic financial planning background. Offered by the Investments & Wealth Institute, the Certified Private Wealth Advisor (CPWA^®) certification is an advanced credential created for wealth managers who specifically advise high-net-worth clients. CPWAs understand the challenges of high-net-worth individuals and use their knowledge and training to help them monetize and preserve their assets, reduce their tax burden, optimize growth, and transfer wealth. They are experienced in portfolio management, family dynamics, asset protection, charitable giving, estate planning, and retirement planning.

Financial professionals who hold the Certified Retirement Planning Counselor (CRPC^®) designation demonstrate expertise in retirement planning beyond standard industry testing and licensing programs. According to the College for Financial Planning, the credentialing organization, and sponsor of the CRPC designation, individuals must complete an online instructor-led or self-study course program, pass a final designation exam (online and timed), and complete 16 hours of continuing education every two years to earn the right to use the CRPC marks.

Certified Exit Planning Advisor (CEPA^®) is a professional designation for advisors specializing in helping business owners plan and execute their business exit strategies. These advisors are trained in various aspects of exit planning, including business valuation, value enhancement, and succession planning.