Andrew is a Director | Wealth Management at One Capital Management where he works with private clients, families, business owners, and professional athletes. He spent five years as part of our private client group, serving both private client and intermediary advisors.
Andrew advises a wide range of clients, from those focused on accumulating wealth to families planning for retirement on their own terms, as well as those focused on protecting what they've built. Andrew takes a disciplined approach to investment management and thoughtful planning, working closely with One Capital Management’s team of portfolio managers and wealth planners to design strategies that adapt as goals, priorities, and circumstances evolve.
Andew is a Certified Private Wealth Advisor® (CPWA®) professional. He earned his Bachelor of Science in Finance from California Polytechnic State University at San Luis Obispo where he also competed on the men’s tennis team for four years.
