Success is not a matter of chance but the result of decades of trust, proven performance, and meaningful relationships. With over 33 years of experience, Sergio Andrade has been dedicated to helping families and
business owners protect, grow, and preserve their wealth and estates through every stage of life. His
career began immediately after college with a Fortune 100 company, where he established a legacy of
exceptional performance and unwavering client loyalty in the financial services industry.
Driven by a desire to provide more personalized and flexible strategies, Sergio made a pivotal transition from the corporate world to affiliate with Valorstone Wealth, powered by WestPac Wealth Partners LLC. This
transition was rooted in one guiding principle: putting his clients' best interests first.
Today, Sergio leads a modern, bilingual firm equipped with advanced technology, strategic professional
alliances, and a holistic approach to financial planning, tailored to meet the unique needs of each client.
Whether advising a business owner on succession planning or helping a family establish generational wealth, Sergio is committed to fiduciary responsibility and consistently prioritizes his clients’ needs.
Sergio holds both a Bachelor of Business Studies (BBS) and a Master of Business Administration (MBA). He is a devoted family man and faith-driven professional, guided by the values that shape both his personal and
professional life.
Core Beliefs:
- Success is meant to be shared and multiplied
- Integrity and trust are the foundation of lasting
partnerships - Financial clarity is the cornerstone of long-term
confidence
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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. | 8246073.2 Exp. 08/27