Andrew has over 10 years’ experience enhancing the quality of clients’ lives by creating and implementing family wealth strategies and investment portfolios to meet their unique goals. Prior to joining Laguna Wealth Advisors, Andrew worked as an Investment Advisor at a prestigious multi-family office where he helped ultra-high net worth families develop and align their investment portfolios with their concurrent wealth, estate, and tax planning strategies.
Andrew believes in a well-diversified, future focused, portfolio. He is well versed in alternative investments and has earned the Chartered Alternative Investments Analyst designation. Andrew regards alternatives as a necessary ingredient to strengthen portfolio resilience in unpredictable and volatile markets.
Andrew earned his undergraduate degree and an MBA (finance emphasis) from Pepperdine University. Prior to graduating, he was selected as the Beta Gamma Sigma award recipient for academic excellence.
Andrew recently moved from Los Angeles to the Palm Springs area. In his free time, he enjoys the outdoors, spending time with family, hiking with his dog Sugar, and is an avid pickleball player.
Office: (760) 610-6759
Mobile: (310) 775-5788
CRD #: 6074990