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Andrew Ferrette, CFP®, MSBA

Wealth Manager
Andrew serves as a Private Wealth Manager, working closely with his clients to develop and execute on their comprehensive financial plans. Andrew practices in the areas of investment management, tax planning, retirement planning, estate planning, risk management, and employee benefits. He focuses on gaining a thorough understanding of your circumstances to provide a customized approach to achieving your goals. With over 12 years of experience in the financial services industry, Andrew offers his clients a comprehensive planning experience. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Wealth Advisor. He is passionate about providing superior service, clarity, and client-focused solutions to help his clients achieve financial success. Andrew earned a Bachelor of Arts degree in Economics from Sonoma State University. He earned a Master of Science degree in Business Administration with a focus on Tax and Financial Planning from San Diego State University. Andrew is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Andrew and his wife Cristina have two children – Levi and Olivia. In his spare time, Andrew enjoys golfing, traveling, cheering for the San Diego Padres, and spending time with friends and family.

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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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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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