Andy Wheeler, AIF®, CPFA®, NQPA®

Senior Financial Advisor

Ph: 559.579.1490

Andy Wheeler is the Senior Financial Advisor for the Central California team with 25 years’ experience in the financial services industry. Andy is successful in guiding high-net-worth clients through financial life planning, portfolio allocation management that aligns with their core values, and estate planning strategies with great care, diligence, and compassion.

As Senior Financial Advisor, he is responsible for guiding our high net worth clients with a goal of a successful road of retirement readiness while upholding our fiduciary standards and delivering tax-sensitive wealth management solutions through our Financial Life Planning process.

Andy’s passion for 401(k) education through active and engaging group enrollment meetings, focusing on one-onone meetings, successfully navigating participants to a pathway of financial wellness, and retiring with dignity is a cornerstone of his successful career.

Andy and his wife, married to Cari over 27 years, raised their two sons here in the Central Valley, and he continues to stay active in our local community as Elected School Board Trustee of Golden Valley Unified School District.

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