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Andrew Marshall, CFP®

Carlsbad, CA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Hourly

    $360/hr

Typical Fee (Computed Monthly) *
$425
Ideal Clients
  • Pre-Retirees
  • Retirees
  • DIY Investors
  • Teachers
  • Government Employees
Areas of Specialization
  • Investments
  • Retirement
  • Social Security
  • Pre-Retirement Planning
  • Tax Strategies

I am a CERTIFIED FINANCIAL PLANNER™ professional with a Master’s degree in molecular genetics from the University of Kansas.

After graduate school, I packed my car and drove out to San Diego to find work in biotech. I worked at two small companies as a laboratory scientist developing new technologies and later manufacturing. The difficulties of affording life in San Diego on a middle-class salary, let alone also saving for retirement, lead me to begin learning about personal finance and investing. I took classes at UC Irvine and completed their Personal Financial Planning certificate program.

In 2015, I started my own advice-only firm which allows me to give the uncompromised advice that is best for my clients. I continue to study financial planning’s best practices and apply them to client situations. I have completed the Financial Planning Association’s Residency Program.

I am registered with the State of California’s Department of Financial Protection and Innovation as a Registered Investment Advisor.

I am a proud member of the Garrett Planning Network. The Garrett Planning Network is a national organization of fee-only financial planners, based in the Midwest, who give objective advice. I am also a member of the San Diego Chapter of the Financial Planning Association and the Fee Only Network.

When I am not working, I like playing golf, watching English Premier League soccer, or hiking.

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.