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Over his 25 years in the Financial Services industry, Andy has held management positions with several investment firms. He is the owner and President of California Retirement Plans LLC, and holds professional designations of "Chartered Retirement Plan Specialist" and "Certified College Planning Specialist". Andy is also well known as a financial author, his articles are carried in local newspapers and his comments have been sought by not only the print media but radio and television as well. He also provides financial education, conducting "Financial & Retirement Planning" workshops to companies and professional groups such as: Boeing, Pacific Bell, NASA, Department of Navy, Lockheed, and Shell Oil.
His firm, California Retirement Plans LLC (CRP), specializes in helping investors conservatively manage their retirement assets. CRP represents many of the country’s top investment and insurance firms, which allows CRP clients to enjoy a level of expertise typically available to only the wealthy. California Retirement Plans believes that strict risk controls and a conservative investment approach yield solid long-term returns at a risk level that allows you to sleep at night.
Paying for College has never been easy or inexpensive. Through "College2" we work directly with students and their families to maximize "college financial aid & tax planning", as well as other creative ways to lighten the financial burden of paying for college.
Paying for a childs education shouldn’t rob your financial security
CRP and College2 work as a team with other financial professionals. We have forged alliances with other professional service providers that are essential to the financial success of our clients. Disciplines such as Tax Planning, Pension Administration, Legal & Estate Planning, Real Estate (commercial and residential) and Mortgage Banking.
It’s our goal to deliver a complete package of financial services in order to simplify and demystify your financial life.
Andy is a father of three and an active member of the community. He is involved in several charitable causes, namely St. Judes Children’s Hospital. In his spare time he enjoys reading, golfing, and coaching his children in various youth sports. |
