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. Andrew currently lives in Greenville, South Carolina.
Outside of work, Andrew enjoys traveling, hiking, music festivals, and cultural events. He is actively involved in the care and sheltering of foster dogs.