Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Following in his mother’s footsteps, Andy is a portfolio manager with over 30 years of experience in the financial services industry. Andy began his career as a registered representative helping State of Connecticut employees save for their retirement, where he later transformed some of those clients into an advisory practice growing those assets to over 30 millions of managed wealth. Andy also holds the life and health licenses. What Andy loves most about his career is to connect personally with his clients and transcend those relationships into generations of continued growth. Andy grew up in the Northeast, and graduated from the University of Colorado, Boulder. He lived in the San Diego area soon after college before he went East to build his career. Andy moved back to Southern California recently and when he is not working, he is either mountain biking, skiing, or scuba diving.