Andy Hess, CFP®

Andy serves as a Private Wealth Manager, 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.

With nearly a decade of experience in the financial services industry, Andy offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Andy worked for an independent investment advisory firm as a senior wealth planner.

Andy earned a Bachelor of Science degree in finance from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

In his spare time, Andy enjoys golfing, hunting and spending time with his family.