Creative Planning > Andrea Deutsch

Andrea Deutsch

Wealth Manager

Andrea serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 25 years of experience in the financial services industry, Andrea has built in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she was a managing partner and owner at an independent investment advisory firm.

Andrea earned both a Bachelor of Business Administration degree in accounting and a Master of Accounting degree from the University of Hawai’i.

Andrea and her husband, Joe, live in Hawai’i and have two children: Lilly and Noah. They enjoy going on family trips, attending University of Hawai’i sport activities, volunteering at school events and giving back to their community through volunteering events with Aloha Harvest.

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