About
I’m Andy, a software engineer turned financial planner with a lifelong passion for finance, entrepreneurship, and technology. Growing up in Silicon Valley, I was inspired by the power of entrepreneurship to create generational wealth and captivated by the dot-com boom and advancements in 3-D graphics processing. My investing journey began in collectibles, at age seven with the purchase of a Hank Aaron autographed baseball and age eight with the purchase of two autographed Terrell Owens rookie cards, but it was my grandfather who sparked my interest in stocks during middle school—and I’ve been hooked ever since.
Now, I bring that same passion and curiosity to help you align your finances with your dreams, so you can focus on what matters most to you—whether that’s taking a break from traditional employment, starting a business, or building a secure future for your family.