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Andrew Demos, CFP®

Wealth Manager
Andrew serves as a financial planner, working directly with 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. Andrew has been in the financial planning profession for over 25 years. Prior to joining Creative Planning, Andrew served for eight years as both a financial planner and wealth manager for a leading independent registered investment advisory firm in San Diego, helping young professionals and retired clients navigate their personal financial futures. Andrew earned a Bachelor of Science degree in Financial Services from San Diego State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021