Andrew began his career in the financial services industry in 2007 with a passion for helping individuals, families, and business owners protect their future and make informed financial decisions. After being recognized as a top-performing advisor for six consecutive years at AAA Life Insurance Company (Automobile Club of Southern California), Andrew and his business partner, John Nguyen, opened FIT Planning Group (Financial, Insurance & Tax Planning Group) in 2015 with the goal of providing a more personal and relationship-driven experience for clients throughout the community and surrounding cities. Their brick-and-mortar office is conveniently located in Placentia near Orangethorpe Avenue and the 57 Freeway.

As an independent broker, Andrew has access to over 90% of the major companies in the financial industry, allowing him to provide customized and unbiased solutions tailored to each client’s goals. Through FIT Planning Group, he has also built strong partnerships with attorneys, tax professionals, and other specialists so clients can experience a more complete approach to financial planning all in one place — and without additional consultation fees.

After 19 years in the industry, Andrew believes financial planning is ultimately about people. He takes pride in listening to clients, understanding their goals, and building genuine relationships along the way. In today’s world of technology and digital communication, he believes people deserve to feel valued, respected, and treated like human beings — not just another name behind a screen.

Outside of work, Andrew enjoys road trips, spending time at the beach, reading, attending sporting events, playing basketball and golf, spending quality time with his dog, and working out. No, he’s not a personal trainer… he just enjoys staying FIT (pun intended). 909-559-8990