Brent R. Anderson CLU, ChFC is a Registered Representative of SagePoint Financial, a licensed insurance agent, (CA Insurance License #0404839) and owner of Anderson Financial Solutions & Insurance Services. He entered into the financial services industry right out of college with a Bachelor of Arts degree from UCSB in 1970, and has been a successful insurance professional his entire career.
He serves as a Board member of the Santa Barbara Estate Planning Council and the President of the local barbershop harmony chapter. Brent is a member of many industry professional associations, a Qualifying and Life Member of the Million Dollar Round Table, and current eight-time qualifying member of the prestigious, Top of the Table.*
Over the years, he has taught classes in insurance, he is past President of both the local Association of Insurance and Financial Advisors (NAIFA) as well as the Santa Barbara Estate Planning Council, and is a sought-after public speaker both locally and internationally. He is also a past President of the University of California Santa Barbara (UCSB) Alumni Association.
He’s married to Sue and they have four children, eleven grandchildren and four great grandchildren!
He’s socially active in the community and helps with a variety of local charities in an advisory as well as a fund-raising capacity. A passion of his is singing, and he’s one of the stalwarts in the local chapters of Barbershop Harmony singing.
* Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.