Andy Roberson, CFP®
Wealth Management Advisor
Mission Statement
I help families and private business owners make smart decisions to maintain their financial independence and dignity.
What I Do for My Clients
Andy is a financial advisor who enjoys working with private business owners and successful individuals by coming up with creative ideas to help them reach their goals and then working with their team of advisors to implement these solutions to minimize the time spent for the client and help maximize the ROI.
Andy’s areas of focus include:
- Comprehensive Financial Planning
- Family Business Succession
- Wealth Management
- Life Insurance
- Disability and Long Term Care Insurance
- Key Man & Executive Benefits Carve Out
- Retirement Income Planning
- Estate Planning
He believes in objectivity and providing the appropriate solution for his clients as he operates in an “open architecture” firm where there are no proprietary requirements.
Andy earned his Bachelors of Commerce in Finance at Santa Clara University. He has earned the Certified Financial Planner® designation at American College. Andy also served as a past President of the National Association of Insurance and Financial Advisors – San Francisco Peninsula chapter.
Andy is an avid SF Giants and 49ers fan and also enjoys hiking, trail running, golf, theater and travel. Andy lives in Walnut Creek along with his wife Sandy, twin daughters Aria and Siena, and son Jake.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0E70290| 2023-155154 Exp. 05/25