Andrew Williams, CFP®, EA
Andrew Williams is a CERTIFIED FINANCIAL PLANNER™ professional, working with clients in all aspects of financial planning. Andrew believes that client success begins with a solid financial plan. He has the ability to make complex financial matters easy to understand. Working with clients in an advisory role, he is held to the fiduciary standard, which means that he must put the client’s needs first. He specializes in retirement planning, estate planning, college tuition planning, and budgeting and cash flow, always taking into consideration the client’s tax situation.
Andrew joined Petix & Botte Financial in January 2010 and is an investment adviser representative of Petix & Botte Financial which is registered with the SEC. He holds his FINRA Series 7 with LPL Financial and his Series 66 with LPL Financial and Petix & Botte Financial, and is recognized by the Internal Revenue Service as an Enrolled Agent. In addition, he holds a California Life Insurance sales license.
Andrew received his B.S. in Business Administration with an emphasis in Financial Services from San Diego State University. While at SDSU, he was a board member of the student chapter for the Financial Planning Association.
Born in San Diego, Andrew spent his early childhood in the Pacific Northwest. He currently lives in El Cajon. In his free time, he enjoys playing with his dog Brix, golfing, backpacking, and traveling.
CA Insurance Lic. #4030289