Robert Young Anderson
CFP®Professional Summary
Robert Young Anderson, CFP®, who also goes by Robert Anderson, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1997 - 2025. Robert had worked at 8 firms and has passed the Series 63, Series 6 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Rob has more than forty years of experience advising individuals and businesses in wealth management, tax planning, accounting, succession planning, and real estate investments. Prior to joining Elevation Wealth Partners in 2023, he ran his own investment practice, Northgate Advisors, and worked at other local investment management firms. Rob began his career in public accounting and today remains the principal of his eponymous CPA firm. When not playing his drums, you can find Rob and...
Other Aliases
Robert Anderson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
Education
Azusa Pacific University
Business Administration, BA
Business Administration, BA
Golden Gate University
Taxation, MBA
Taxation, MBA
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Current Firm
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
Contact Information
Main Address
2121 North California Blvd Suite 290, Walnut Creek, CA 94596Phone Number
(925) 962-5600# of Employees
8SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,000AUM (Assets Under Management)
$670,748,146Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2008About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed Sep 1996Similar Advisors
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CRS (Client Relationship Summary)
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