VP, Retirement & Small Business Specialist
Andrew began his career in January 2007 as an independent life insurance agent. He first acquired his Life and Health licenses, then in 2008 he became Securities licensed by obtaining his Series 6 and Series 63.
In 2010, Andrew transitioned to working for AAA Life Insurance company (Automobile Club of Southern California) where he consistently performed as a top recommended Advisor for his clients for six straight years. His knowledge in Life Insurance and Income planning with Annuities gave him an opportunity to build life-long relationships that stemmed from assisting over a thousand clients in his tenure at AAA.
In February 2016, Andrew made the big decision to leave AAA and join FIT Planning Group so he can provide even more resources and value to his clients in this ever changing industry. Since then, he’s been able to assist his clients with a broad array of financial planning solutions, including tax and estate planning. A huge reason why he made the change was to be able to work for his clients and put their needs and goals first instead of any particular financial company.
Andrew’s goal is to provide his clients with education, honesty, complete care, and optionality for their specific needs. Although every client is unique and different, Andrew is able to understand and properly assess each client’s risk management level and provide proper solutions whether they are a large business, small business, or a family.