Andrew Fuller MSF, CFP®

As a Partner and Managing Director of Creative Planning, Andrew works directly with high-net-worth families to develop an integrated plan to accomplish their goals. He practices in the areas of investment management, retirement planning, tax and estate planning, business succession planning and charitable planning. His additional responsibilities include leading the firm’s regional office in Orange County and serving as a member of the firm’s Investment Committee, where he helps shape firm-wide strategy.

In 2025 Andrew was selected to the Forbes Best-in-State Wealth Advisors list, and he has been named by the Los Angeles Times (2024) as a leading Banking and Finance Visionary. Andrew was also honored as a Leader of Influence by the Los Angeles Business Journal (2021) for his impact on the local business community.

Prior to joining Creative Planning, Andrew held the position of Vice President, Regional Planning Consultant with a national financial services firm in Chicago. While there he worked with high-net-worth clients and senior financial advisors on the development of complex financial planning strategies. He was also charged with creating and delivering presentations on various investment management and financial planning topics across the country. During his tenure, Andrew was a featured speaker at the firm’s annual conference as well as regional events.

Andrew graduated from the Johns Hopkins University Carey Business School with a Master of Science in finance and holds the CERTIFIED FINANCIAL PLANNER® designation, as awarded by the Certified Financial Planner Board of Standards. He also attended the University of Utah, where he studied languages, economics and political science, receiving both an Honors Bachelor of Arts and a Master of Arts.

Andrew and his wife, Hélène, have four energetic sons — Nicolas, Matthieu, Benjamin and Jonathan. On a typical weekend you’ll find Andrew enjoying the outdoors with his family or relaxing with a good book.

¹Forbes Best-In-State Wealth Advisor: Awarded each April, based on data from a 12-month period through June 30. ²Awarded March 2024 based on review by the LA Times editorial staff of achievements over the prior 24 months. ³Awarded based on review by the Los Angeles Business Journal’s editorial department of demonstrated impact on the profession and community. For additional disclosures regarding rankings, please visit: https:/creativeplanning.com/important-disclosure-information/