Jeff Andrews
Co-Founder, Wealth Advisor
Budgeting, planning, insurance and investment management, and the education of the next generation.
Jeff is dedicated to helping clients achieve their long-term financial goals and aspirations. Through a comprehensive, structured planning process, he evaluates every dimension of a client’s financial life – integrating income sources, cash flow requirements, liability management, and unique personal circumstances. Whether guiding families through retirement planning, funding future education goals, or implementing wealth preservation strategies, Jeff empowers clients to make informed, confident decisions for their financial future.
CA Insurance #4128385
Series 7, 66
Rooted in the values of his Eagle Scout background, Jeff believes in a balanced life centered around family and community. He and his wife, Lynette, share a passion for the outdoors – frequently hiking, camping, and taking road-trips to national parks with their two miniature dachshunds, Schnitzel and Strudel. In his spare time, you can find Jeff tending to his garden, tackling home projects, traveling, or cheering on the New York Jets.
