Andrew Edwards
An Ameriprise Platinum Financial Services® Practice
Auburn, CA 95603
My Philosophy
I've been helping people reach their goals for 17 years.
Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.
Interests
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Community ParticipationI volunteer and tutor weekly at the Boys & Girls Club of Auburn. I am also an associate member of Auburn Placer Performing Arts Center | |
Qualifications
- Member, Financial Planning Association
- Senior Financial Advisor
- Master of Business Administration
- Ameriprise President's Recognition Award Recipient
- Bachelor of Arts Degree
Professional Associations
- Financial Planning Association
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- General Financial Planning
License Information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, FL, MT, NV, NY, CO
CA Insurance #0823517
