Andrew Marshall, CFP®
Hourly
$360/hr
- Pre-Retirees
- Retirees
- DIY Investors
- Teachers
- Government Employees
- 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.
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