Para Planner
In a world where people can easily become overwhelmed with the complexities of their financial situation, Andrew decided to pursue a career in Financial Planning to help clients obtain a clearer path to a fruitful financial future.
Andrew recently graduated from San Diego State University with a degree in Financial Services. After passing his CFP® exam, he joined Concurrent Advisors as a Para Planner.
Andrew loves nothing more then spending time with his friends and family, playing golf, cooking, and watching his beloved New York Mets.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.
Powered By Starfish Ad Age