Balanced Financial, Inc.

Meet The Team

Balanced Financial, Inc.

Greg W. Anderson, CEA

Greg began his financial career over 27 years ago with the creation of Balanced Financial, Inc. He pursued a double major while at Colorado State University and has a Bachelor of Science degree. His wisdom and entrepreneurial spirit allow him to run five successful businesses currently, but his passion is finance and helping folks achieve financial success. Greg is a Certified Estate Advisor (CEA), a member of the International Association of Financial Planning, a speaker and radio personality, as well as a part-time teacher of Social Security strategies. He is devoted to our veterans, often helping veterans apply for and receive veteran benefits.

When not in the office, Greg thoroughly enjoys spending time with his wife, Paula, and his children, Sadie, Marshall, Amber and Trevor. He also enjoys volunteering with Fort Collins Service Club, where he currently serves as president.


Paula Anderson

Paula joined Balanced Financial, Inc., as office manager in 2014 after a long career owning a medical transcription business. Her extensive business experience, warm personality, and attention to detail have been a definite asset to Balanced Financial, Inc.

Paula is married to Greg and when not in the office she enjoys volunteering, biking, hiking, skiing, and spending time with her family and friends.

 
 
 
 


Interns

Greg is a fervent supporter of higher education and always has a Colorado State University intern or two working at Balanced Financial, Inc.