Patrick Anderson, CAA, AFSP, CFEI

President & COO

Unifirst Financial & Tax Advisors
Herndon, Virginia, USA

Corporation - Privately-Held

Professional Summary

Unifirst Financial & Tax Advisors is a specialized tax mitigation and retirement solutions firm. We deliver a comprehensive financial and tax solutions for wealthy families and high net-worth business owners to significantly reduce taxes and build income for life and beyond.

With over 100 years of rich financial, legal and tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year. We are 100% confident in our process – no fees are paid until savings are identified.

We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes and builds substantial savings to supplement future income and retirement.

We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.

We continue to strive to make a significant impact on people’s lives by helping them achieve a more secure financial future.

Learn More

Languages

  • English
  • Filipino

Industry Experience

    • Tax & Financial

Interests/Hobbies

  • You Version
  • Born To Win
  • What Would The Rockefellers Do?

Social Media

Experience

Unifirst Financial & Tax Advisors
Herndon, Virginia, USA 20171
President & COO
Corporation - Privately-Held
2006 - Present
Our expert planning team all work in the financial industry, but each professional is equipped to do a different job. You shouldn’t expect an accountant to help you with financial planning, or ask an insurance agent professional for legal advice.

Unifirst Financial & Tax Advisors always have the best people working in concert to complete your tax plan. Our professional support team designs and manages our custom tax plans. They are experts in plan design and administration, and they provide our clients with one of the best tax planning experiences on the market.

Our strategies are unlike those offered elsewhere in the financial industry for a few key reasons. Our Tax Reduction & Financial Management Team includes, among others:

• Qualified Pension Administrator (QPA)
• Chartered Retirement Plans Specialist (CRPS)
• Employee Retirement Plan Agent (ERPA)
• Certified Financial Planners (CFP)
• Certified Public Accountants (CPA)
• Chartered Financial Consultants (ChFC)
• Chartered Life Underwriters (CLU)
• Third-Party Administrators (TPA)
• Tax/ERISA Attorneys
• Actuaries

We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions and continue to save year after year. We continue to strive to make a significant impact on people’s lives by helping them achieve a more secure financial future.

Education

Teaching Credential, Income Taxation 2010
National Tax Training School
Mahwah, New Jersey, United States
Teaching Credential, Financial Literacy Education 2017
National Financial Education Council
Silver Springs, Nevada, United States

Professional Certifications

ERO / IRS Authorized e-file Provider
2009
Active
CAA
2010
Active
Licensed Financial Consultant
2013
Active
AFSP
2014
Active
CFEI
2017
Active

Associations and Societies

  • National Association of Tax Professionals
  • National Association of Christian Financial Consultants
  • Asian American Chamber of Commerce
  • American Society of Tax Professionals
  • National Association Registered Tax Return Preparers
  • National Association of Sons & Daughters of Fil-Am WWII Veterans


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