Andy joined Kochis Fitz in September 2002 as an Investment Operations Specialist. In May 2004, he was promoted to Senior Investment Operations Specialist, and in May 2005 he joined the financial planning department. In July 2007, he was promoted to the position of Associate Wealth Manager.

Andy is a member of the Financial Planning Association (FPA). Prior to joining Kochis Fitz, Andy worked for Mr. Stock, Inc., an online brokerage firm that specialized in options trading.

Andy earned a Bachelor of Science degree in Managerial Economics from UC Davis in 2001. He completed the UC Berkeley Personal Financial Planning Program in November 2004 and earned the CFP® credential in September 2005.

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