Andrew Fuller, MSF, CFP®

Andrew serves as a Partner and Managing Director, working directly with his 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 also oversees strategy and operations for the firm’s regional office in Orange County.

Prior to joining Creative Planning, Andrew was a Vice President and Regional Planning Consultant at a national financial services firm in Chicago, where he advised high-net-worth clients and senior advisors on complex strategies.

Andrew’s work has most recently been recognized by Barron’s (Top 100 Independent Wealth Advisors, 2025)¹, Forbes (Best-in-State Wealth Advisors, 2025)² and the Los Angeles Times (Banking and Finance Visionary, 2024)³.

Andrew earned a Bachelor of Arts degree, with honors, and a Master of Arts degree from the University of Utah and a Master of Science degree in finance from the Johns Hopkins Carey Business School. Additionally, Andrew is a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Andrew and his wife, Hélène, have four energetic sons — Nicolas, Matthieu, Benjamin and Jonathan. On weekends, Andrew enjoys the outdoors with his family or relaxes with a good book.

¹Awarded each September, based on data from a 12-month period through June 30. ²Awarded each April, based on data from a 12-month period through June 30. ³Awarded March 2024 based on review by the Los Angeles Times editorial staff of achievements over the prior 24 months. For additional disclosures regarding rankings, please visit: https:/creativeplanning.com/important-disclosure-information/