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Our Team

Edwin Andrews, CFP®, QPFC®

Co-Founder, Wealth Advisor

Focus

Retirement income planning and investment management, for families who want the whole picture kept in view.


Ed Andrews has advised clients since 1987, building a loyal client base that sometimes spans generations. Many clients refer friends and family to him.

He holds a master’s degree in business administration and is a CERTIFIED FINANCIAL PLANNER® professional, a designation that requires him to meet the rigorous education, examination, experience, and ethical standards established by the CFP Board.

The Qualified Plan Financial Consultant (QPFC) designation is a professional credential issued by the National Association of Plan Advisors (NAPA). It is designed for financial advisors, consultants, and retirement industry professionals who advise, market, or support qualified employer-sponsored retirement plans.

He focuses on retirement income planning and investment management: determining when clients can retire, how much they can spend, and how to structure their portfolios to fund retirement.


Education, Awards and Credentials

CFP®

QPFC®

CA Insurance License #4128268

Series 7, 63, 65

Outside the Office

Ed’s passion for community and leadership extends well into his personal life. A dedicated boater and proud owner of a 1951 Chris-Craft Holiday, he regularly enters maritime shows up and down the East Coast. Ed’s commitment to the boating community includes serving as president of the Antique & Classic Boat Society International and holding a Life Membership with the United States Power Squadrons—reflecting a lifelong dedication to service, expertise, and tradition.


Let’s Talk

Tell us about your family.

The first meeting is mostly about your family.
Bring your questions.

Close view of the steel wheel and bolts on a bank vault door