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NAIFA Members Serve Main Street USA

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008 is a winner of a 2021 Four Under Forty award. Additional winners this year are Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

The Four Under Forty Awards recognize highly motivated, well-rounded NAIFA members under the age of 40 who balance their work and home lives and are successful at helping their clients secure sound financial futures. They exhibit extraordinary professional success relatively early in their insurance and financial services careers.

This year’s recipients were honored at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.

“The talented insurance and financial professionals who are Advisor Today’s 2021 Four Under Forty award winners represent the new generation of agents and advisors ensuring the success of our industry and financial prosperity of American families and small businesses for decades to come,” said NAIFA CEO Kevin Mayeux. “Their stories provide inspiration to anyone who may be considering an insurance or financial services career or who may be facing early-career challenges. They provide excellent examples of how hard work, dedication, and the support of a strong professional association can bring success.”

Cal Anderson, CFP, CLU

Anderson, 36, began his career in insurance and financial services with MassMutual in 2008. His desire to develop into a comprehensive financial planner motivated him to join an independent agency in 2014, where he used his insurance specialty while developing his investment philosophy and comprehensive planning skills. He purchased the agency in 2016 and now is Vice President and Financial Advisor with Financial Network Associates, a financial advisory practice of Ameriprise Financial Services, LLC, in Alpharetta, GA. In recent years, his solo practice has thrived with steadily increasing clients, assets, and revenue.

Anderson has been a loyal NAIFA member since 2008 and credits networking opportunities available through the association with providing him strategies and practice management. He is a multi-year qualifier for the NAIFA Quality Award in the Insurance and Financial Advising categories.

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