Since joining Beverly Hills Private Wealth in 2022 as one of the firm’s first new hires, Andrew has brought valuable experience in client relations and financial solutions. He is deeply committed to building lasting relationships and providing consistently excellent, tailored service.
With five years of wealth management experience, Andrew has a strong passion for portfolio structuring, tax efficiency, and wealth preservation. He is dedicated to creating personalized strategies that support his clients’ long-term financial goals and is committed to continually expanding his expertise in financial markets. In 2023, Andrew earned the Chartered Retirement Planning CounselorSM (CRPC®) designation, which focuses on the complex issues surrounding retirement and retirement planning.
Recently married, Andrew enjoys spending quality time with his wife, Gabby, along with their close-knit circle of family and friends. A passionate sports enthusiast, he also appreciates the coastal lifestyle and takes pleasure in discovering Southern California’s diverse and dynamic culinary scene. Andrew attended the University of Arizona where he received a Bachelor of Science in Business Administration from the Eller College of Management.