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 prides himself on his 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 is legally required to 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, his Series 66 with Petix & Botte Financial, and holds the highest credential awarded by the IRS 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 and his wife currently live in El Cajon. In his free time, he enjoys spending time with his family, golfing, and Spanish language immersion travel.
CA Insurance Lic. #4030289
*Registration with the SEC does not imply a certain level of skill or training.
**Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
