Andreas serves as a Wealth Manager at Creative Planning. Utilizing a disciplined approach, He works with clients to develop a cohesive strategy to help meet their most complex goals and needs. This comprehensive approach covers wealth management issues in the areas of tax, estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning and charitable planning. Andreas will work with you personally to understand your needs and provide you a customized game plan to help achieve your goals.
Prior to joining Creative Planning, Andreas worked as an Investment Advisor for one of the nation’s largest investment advisory firms where he advised and serviced client portfolios. He has spent over a decade working with high net worth clients and their unique investment and planning needs.
Andreas graduated from the University of California - Riverside with a Bachelor of Arts degree in Economics. He also attended Pepperdine University’s Graziadio School of Business and Management and earned a Certificate in Financial Planning. Andreas holds the CERTIFIED FINANCIAL PLANNER™ designation.
Andreas and his wife Brianne have two sons, Hunter and Cannon, and two dogs. In his free time, he enjoys fishing, running, boating and skiing. He is active in his community and has held multiple board and commissioner positions while also volunteering for an animal rescue group. Andreas has also mentored prospective Eagle Scouts, helping in their quest to achieve this coveted accomplishment.
*See all Creative Planning disclosures and sources.