I've always had a passion for managing the details.Having been an executive with large multinational corporations as well as small tech startups, I understand the complexity of stock options, deferred compensation packages, and many other financial issues that confront executives. Being a parent, I understand the issues around education funding for my kids as well as funding my own retirement. Being a son and grandson, I understand the challenges with managing required retirement distributions from qualified retirement vehicles by my parents and grandparents. To read my full bio, click here.
Call (310) 451-3339 or click here to schedule a complimentary consultation with Andrew.
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Advisory services offered through Eddy Financial, LLC, Registered Investment Adviser. 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401. Advisory services are only offered to clients or prospective clients where Eddy Financial, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eddy Financial, LLC unless a client service agreement is in place. Eddy Financial, LLC is not a licensed insurance entity. Insurance services are offered through Andrew Eddy, an individually licensed life insurance agent in the state of California. Andrew Eddy's California Insurance License is 0K02163.