• Dave Anderson and Pat Alfano

Denver Financial Advisors
Dave Anderson & Pat Alfano

Team Anderson was formed out of a mutual appreciation for combining the next level of care for clients in their financial journey.  Both Dave and Pat are fervent believers that every client should be afforded an advisor partner that views the quality of their financial journey as important as their quantitative progress.  The true measure of a successful client outcome for Team Anderson is one in which the relationship has made a difference both on the client’s financial statement, and in the client’s statements about their future.

Dave brings the unique history of having flown as a corporate pilot for 27+ years for two great Fortune 500 companies.  While Dave’s skills as an aviator; focused, dedicated, disciplined and methodical serve all of his clients well, he does hold a special affinity for those who, like him, enjoy the process of planning and implementing long term goals and dreams, perhaps even successfully transitioning from the paycheck world to the business owner world.

Pat’s experience from working with not for profit organizations, and Fortune 500 financial service firms has provided him the opportunity to view the world that investors live in differently.  As a consultant to other financial advisors across the country, Pat developed an understanding of the breadth of strategies that are available to investors today, but also witnessed that best client outcomes were largely a product of the advisor’s commitment to walking through the journey with them as life happens.  Pat’s best days as an advisor are the ones that he knows that he has helped his clients walk away with more confidence in their future.

Financial Advice from
Dave Anderson & Pat Alfano

Capitol Building

What Are You Doing on November 4th?

Election Day, Tuesday November 3rd, is only a week away. While 2020 has been historic, it seems that everyone has a dramatic expectation of what will happen in the investment markets, as if it will be the "next" big 2020 disruption. This morning…
A woman expressing anxiety on the phone
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Anxiety and Investing: Taking the Fear Out of Finances

The chances that either you, a loved one, or a friend have had an incident with, or an ongoing relationship with heightened anxiety are likely. Almost 20 percent of the population expresses some sort of anxiety disorder in a lifetime. It comes…
Pat Alfano

An Open Letter to Employers

There is a national debate right now on how to make 401k plans more effective for retirement plan participants. The question isn’t “how do we supply the workforce with access to retirement savings vehicles?”, but rather “Why are so few employees taking advantage of these important benefit offerings?” In the end, it’s about a lack of familiarity and trust.
Pat Alfano and Dave Anderson

A Retirement Plan Sponsor is Like the Pilot In Command of An Aircraft

The responsibility of being a retirement plan sponsor is like the responsibility of flying a group of passengers from one location to another. Are you and your team operating like a “pilot in command?”
Dave Anderson

The 8th Wonder of the World – Compounding Interest

I would like to take a look at the concepts of compounding and inflation. The principles of the two are identical. One works for you in a positive growing way, the other in a silent negative manner.
Dave Anderson

Patience Isn’t a Virtue, It’s a Necessity

With the increased fluctuations and heightened volatility we have experienced in the markets in the past several months, I would like to share my thoughts and perspective. I feel the most important point I would like to state is: short-term volatility is normal. We will look at some statistics shortly, but first I desire to express that volatility is to be expected. We do not let volatility sway our opinion of the investments we own.
Dave Anderson

The U.S. Economy & Markets

I am an optimist by nature. I feel this optimism is not pie-in-the-sky wishful thinking, but rather a view to the future that is based on a sound historical tract record and the economic progress we see across the globe. Because of this optimistic view toward our economy, I am also an optimist regarding our capital markets.
Pat Alfano

How Dividend-Paying Stocks Are Like Tenants

In real estate, people tend to invest for rental income today and the possibility for more an increased price tomorrow. But in the stock market, I've found that many investors focus on price and ignore the long-term potential of dividends. They're taught to buy low and sell high—and they forget about the income opportunity between those two points.
Choosing the Companies in Your Portfolio

How We Choose the Companies in Your Portfolio

Today we’re going to cover how I choose the companies that end up in your portfolio. Before we get started, keep in mind that there’s a lot that goes into selecting the right mix of stocks, bonds, and other financial products that come together to address your financial needs. Today, we’re going to look at only one, but it is central to potentially creating and protecting a growing stream of income.
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