Andrew began his career in 2000 in San Francisco, CA as a financial planner for one of the largest independent wealth management firms in the country. After relocating to Los Angeles, Andrew enjoyed a successful career with Fidelity Investments and TD Ameritrade, where he served as the advisor to an exclusive group of families and business owners and provided advice on issues related to retirement, estate planning, and asset management.
Andrew was named a top 40 Under 40 Advisor by InvestmentNews™ in 2015. He has also been recognized and quoted in a number of publications.
Notably, Andrew was elected to the Diamond Bar, CA city council in 2018, and he is currently serving as the mayor of Diamond Bar.
Andrew holds FINRA licenses Series 7, Series 63 and 66 with LPL Financial, CA insurance license #0E61061, as well as the CERTIFIED FINANCIAL PLANNER™ designation.