Andrew Fisher, CFA, is the Director of Investment Advisory Services at Tax & Financial Group in Newport Beach, California where he oversees asset allocation, investment strategy, and investment manager research. In his role, Andrew monitors economic and financial market data, providing frequent updates on new developments and their potential impact on portfolios. Andrew also assists advisors in client meetings and in building customized investment solutions for clients.
Prior to joining Tax & Financial Group, Andrew started his own investment firm where he developed short-term and long-term investment strategies using options, equities, and ETF’s. Previously, Andrew was a Vice President at PIMCO where he provided asset allocation and economic updates to the firm’s endowment and foundation clients. Andrew began his career in public accounting at Deloitte in Los Angeles.
Andrew received his MBA from the UCLA Anderson School of Management and his bachelor’s degree in Business Economics, with minors in Accounting and Anthropology, from the University of California, Los Angeles. Andrew is also a CPA, licensed in California.
Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. ax & Financial Group is independently owned and operated. 3340828 DOFU 11/2020