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Our financial advice team


Andrew Edwards

Andrew Edwards

CFP®, MBA, APMA®

Financial Advisor

WGG Wealth Partners
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances

Interests

  • Family trips
  • Outdoor activities, skiing, hiking, biking and kayaking
  • Community Participation and Volunteer Work

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • MBA
  • FINRA Series 7, Series 63

Education

  • M.B.A., 1989, Finance, University of California, Irvine
  • B.A., 1985, Economics, California State University, Stanislaus

Professional associations

  • Financial Planning Association