Andrew Coomes, CRPC®
Andrew has worked in the Financial Services industry since 2012, and has always been committed to understanding his clients’ unique financial needs and providing customized solutions to pursue their goals. His approach focuses on simplifying the financial complexities in his clients’ lives by offering advice and guidance based on fundamental investment and planning principles. He stays in touch with his clients to help ensure their strategies remain aligned with their goals even as their financial lives and priorities evolve.
Andrew holds the Chartered Retirement Planning Counselor (CRPC®) designation, awarded by the College for Financial Planning.
Andrew earned a Bachelor’s degree in Business Administration from CSU – Northridge, and currently lives in Westlake Village. In his free time, he enjoys adventuring with his dog, Hooper, as well as playing golf, racquetball, and tennis. His newest hobby is pickleball.