“Education is the single most important component of what we do on a daily basis and it is our responsibility to see our roles as educators first. We understand that our pursuit of knowledge is a never-ending process, and it must be in order to become the trusted advisor of the client.”
Andrew serves as the Principal and CEO at CFG. His focus has been on building a firm that values partnering with clients as they pursue a more financially stable retirement. His areas of specialization include retirement planning, investment management, funding and allocation strategies, retirement cash flow analysis and general financial consultation. CA Insurance License #0G83533.
Andrew has specialized in the Financial Services industry for over 50 years, building upon a philosophy that every client relationship must consist of trust, mutual respect and integrity. He believes that while each client’s investment objectives may be different, there is one common goal our clients share and that is the need for sound financial advice and guidance from a trusted financial professional. Andrew holds the following professional designations, registrations and affiliations: Registered Principal and Investment Advisor Representative with Cetera Advisors LLC, Chartered Financial Consultant, Chartered Life Underwriter, Society of Financial Service Professionals and Financial Planning Association. He graduated from West Virginia University with a Bachelor of Science in Business Administration.