Certified Public Accountant
RJ is a Certified Public Accountant experienced with advising clients on financial matters related to his profession. RJ graduated from California State University, Chico before beginning his career in Accounting. RJ began his career at K·Coe Isom before transitioning to Tittle and Company, LLP as a Senior Accountant and CPA. RJ served Durham Unified School District in the position of Assistant Superintendent of Business and Operations. During his tenure at Durham Unified School District, RJ was instrumental in the issuance of the first phase of General Obligation Municipal Bond offerings and beginning much needed improvements to Durham Unified School District Buildings.
RJ Joined Prosperity Investment Management, Inc. in 2020 and has already proven to be a valuable addition to the team. His knowledge in tax matters, as well as general financial matters have been an asset to Prosperity Investment Management, Inc and it’s clients. RJ also has his own tax practice and provides tax planning and preparation services through his sole proprietorship RJ Anderson, CPA.
RJ enjoys being able to help clients in all walks of life improve their financial situations. RJ is passionate about providing financial advice and enjoys setting goals with his clients and coming up with plans to help them achieve those goals. He holds his series 7 and 66 registrations through Securities America.