Everyone from your oil change company to your cable provider wants to build a relationship with you. When actually, you just need to use their services. But when it comes to financial planning and advocacy, relationships really do matter. Because you’ll likely never meet your cable provider or have the same person change your oil more than once. But with a financial planner and advisor, you’re engaging in what should be a lifelong relationship.
At least that’s how we see it at Investa.
We go the distance with you.
At our core, we are about service. We understand that financial planning can feel daunting. Whether that's trying to understand a complicated employee stock option plan, trying to best maximize your pension, or navigate an estate plan after a sudden loss, we are there every step of the way to help take the stress out of your financial life.
We go beyond the annual review and monthly statements, and help you make the calls, review the documents, and double check all the details. We take pride in our knowledge in investment strategies to help you meet your financial goals, but ultimately we are most proud of our ability to provide genuine help and support. Our benchmarks go beyond the numbers and are measured in the sighs of relief, relaxed smiles and thank you hugs.
In the world of financial planning, being independent means an advisor isn’t connected to a single company, like a large brokerage firm. When advisors are affiliated with a large firm, they are typically obligated to sell that firm’s products. Even if they don’t necessarily have a product that meets the client’s specific needs.
Independence, on the other hand, means the advisor can shop around to find the right product for the client. And that’s what we do at Investa. Because we’re independent, our only interest is in doing what’s best for you. We’re not trying to sell products or generate additional fees for a larger company.
We can do this because we have a relationship with you. A real, lifelong relationship that enables us to understand your wants, needs, hopes, dreams and goals. And we are equipped to help you reach them.
Andrew Kessler is a Certified Financial Planner™ who is passionate about helping his clients achieve their financial goals and live the life they want. Andrew began saving and investing as a child under the guidance of his father, who was also a financial advisor. He started working in the financial planning industry in 2013.
“The clients I work best with are looking for help in more than just investment returns. They are looking to me to add value in their lives in every aspect of their financial life. From investments, taxes, and insurance, to making sure they can afford the family vacation next year.” — Andrew Kessler
Andrew particularly enjoys helping clients with multi-generational wealth planning. He believes in the value of continuing education in order to maximize the value he brings to his clients. Andrew also believes in the power of technology and utilizes that power to meet with and serve clients across the country. In addition to his personal financial advising, Andrew has shared his extensive industry knowledge at many financial planning workshops during his career.
Andrew earned a Bachelor of Arts in Communications from the University of Massachusetts and earned his MBA from California State University, East Bay. He was raised in Massachusetts but moved to California in 2015 to escape the New England winters and be closer to his wife Whitney’s family. Andrew and Whitney currently live in the East Bay region of Northern California.
Outside of work, Andrew and Whitney enjoy traveling, hiking, music festivals, and cultural events. He is actively involved in the care and sheltering of foster dogs.
Prior to joining RFG, Rick spent 12 years at Bain Capital Credit where he rose through the ranks to become Executive Vice President, Head of Fixed Income Consumer Investments and Assistant Portfolio Manager. Rick played an instrumental role in helping Bain grow to become a global investment powerhouse, serving client assets in excess of $30 billion.
Managing portfolios through the volatile markets of 2001 and 2008, Rick experienced firsthand the importance of portfolio diversification and the tradeoffs between risk and portfolio return. He applies those lessons learned to managing our clients’ money today.
Rick graduated from Harvard University, Magna Cum Laude, in Applied Mathematics & Economics. He is also a Stanford Graduate School of Business MBA and was awarded Henry Ford II Scholar for highest academic achievement in his MBA class.
Powered by RFG Advisory
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients. For more information on RFG Advisory awards, please visit www.rfgadvisory.com/awards.