Andrew joined GoldBook Financial as a Financial Services Professional in May 2025 and is based out of GoldBook’s La Jolla office.

Andrew is a dedicated financial professional with a steadfast commitment to empowering clients to achieve their financial aspirations. He conducts thorough analyses of clients’ current financial situations, identifies their goals and concerns, and outlines clear, actionable steps to reach those goals. By pinpointing potential gaps and offering tailored solutions, Andrew ensures his clients are equipped with the resources and strategies needed to make informed financial decisions.

Before joining GoldBook, Andrew began his career in financial services at Northwestern Mutual, where he honed his expertise in client-focused financial strategies. Prior to pivoting to a career in financial services, Andrew held dynamic roles in sales and business development, cultivating a strong foundation in relationship-building and strategic problem-solving.

Outside of the office, Andrew is a youth hockey coach and enjoys golf, going to the beach with his wife and dog, skiing, hiking and driving his car on track days.

Andrew holds FINRA Series 7 & 63 and is Life, Accident and Health licensed.

CA Insurance License #4313078, domiciled in CA

Education

Carthage College (2007-2011)

Hobbies

Hockey, cars, hiking, skiing, golf, concerts

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

Community Involvement

Volunteer Youth Hockey Coach, Co-Founder of Entrepreneurial group