Andrew Parrott, CFA, CFP^®

Andrew Parrott is a highly experienced financial professional, holding both the CFA charter and CFP® certification. He is an investment advisor representative, holding Series 7, Series 24 and Series 66 securities registrations, and is licensed for life, disability, and long-term care insurance.

Andrew’s clients include retirees, professionals, executives, small business owners, and their families. He offers comprehensive, fee-based financial planning, focusing on retirement planning, investment management, estate planning, tax strategies, and insurance needs. As an independent contractor, Andrew prioritizes his clients' goals and needs above any company interests, ensuring that his advice is objective and tailored to each client’s unique situation.

With over 20 years of experience in financial services, Andrew’s career includes roles as a trader, analyst, and consultant at top firms such as JP Morgan, Goldman Sachs, and Barclays Capital. He earned an MSc in Finance from the London School of Economics, further solidifying his expertise. After relocating from London to California in 2015, Andrew focused on building his advisory business, always guided by one principle: doing what’s best for his clients.

Andrew lives in Walnut Creek’s Saranap area with his wife Elizabeth and their children, who attend school in Lafayette. He is actively involved in the local community, serving as a member of the Lafayette Rotary Club, President of the Lamorinda Rugby Club, and a chamber member of the Lafayette Chamber of Commerce.