Andy is a graduate of Oregon State University with a Bachelors of Science degree and a concentration in Finance. Andy also attended graduate school at Golden Gate University, San Francisco and has successfully completed the Certificate program in Financial Planning from UCLA’s extension program.
Andy is a CERTIFIED FINANCIAL PLANNERTM certificant.
The CFP® mark identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Andy has over 20 years of investment industry experience. Prior to joining Creekside in 2007, Andy served as Vice-President at Fisher Investments where he focused on research, client relationship management and portfolio management. Andy was directly involved in the portfolio construction of over 700 million dollars for private clients and foundations. During his nine-year tenure at Fisher, he was a part of the team that grew the firm’s assets from 2 Billion of assets under management to over 43 Billion.
His career began in the early nineties as a registered representative at a boutique brokerage firm in Seattle, Washington. He later worked for the Bank of San Francisco where he managed the trading department. In that capacity, he advised many C-level executives from Apple, Hewlett-Packard, Home Depot and Schlumberger on trading and financial planning strategies for their individual employee stock option plans.
Andy sits on the Board of Directors of the Saint Vincent’s Day Home in Oakland, California.
Andy has also attained the Eagle Scout award within the Boy Scouts of America.
He is a member of the Financial Planning Association. (FPA)
Andy is an active member of the Oakland Rotary.
He has expertise with Non-qualified employee stock options, Incentive stock options, and restricted stock.