Cash Balance Advisors

Advanced Tax Planning You Won't Find On Main Street

PATRICK ANDERSON, President of UNIFIRST FINANCIAL, has more than twelve years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families.  

A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a Bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes.  

Serving the affluent families and high-net-worth business owners, he partnered with Cash Balance Advisors (CBA). CBA is an elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of reducing taxes, building a retirement income for life and creating a legacy for the next generations.

Patrick Anderson 2201 Cooperative Way, Suite 600 Herndon, VA 20171