Wall Street Savvy with Bay Area Heart
With experience spanning more than two decades, including time on Wall Street and at large firms, we decided to carve our own path. Now, as an independent firm in the Bay Area, we can offer tailored financial strategies, including in-house portfolio management, based on experience, but with the personalized touch of an accessible, dedicated advisor.
Customized Services with Personal Connection
At Clifford Square Wealth Advisors, we offer a high level of care and service, building meaningful connections because you deserve to feel valued and supported. Unlike larger firms, we remain accessible and available, always ready to discuss strategies and provide clear explanations.
Meet Andrew Parrott
With over two decades in global financial services, Andrew brings a wealth of experience to retirees, professionals, executives, small business owners, and their families. He believes in a holistic, fee-based approach that aligns his interests with those of his clients, covering everything from retirement planning to tax strategies.
Andrew takes the time to get to know his clients personally, creating detailed, actionable plans and offering ongoing support to help them achieve their long-term goals.
