Andrew Gordon
Registered Principal
Andrew is a Financial Advisor and Educator with nearly three decades of experience in the financial services industry. He has built a reputation for helping individuals and families make confident, informed decisions about their financial futures. Since beginning his career in 1997, Andrew has dedicated himself to developing personalized financial and retirement planning strategies that align with each client's goals, values, and life stage.
At Wealth Management Advisers, Andrew takes a comprehensive approach to financial planning, integrating retirement income strategies, investment management, and wealth preservation to create cohesive plans designed for long-term success. He is enthusiastic about simplifying complex financial concepts, ensuring that every client understands their plan and feels confident about their path forward.
Andrew believes that meaningful financial advice goes beyond numbers. His philosophy centers on building lasting relationships grounded in trust, communication, and a deep understanding of each client's unique circumstances. Whether helping a young family establish a solid foundation or guiding retirees through income distribution planning, Andrew strives to deliver clarity, confidence, and peace of mind.
Beyond his professional life, Andrew is devoted to his wife, Lisa, and two children, Tyler and Chloe. He and his wife enjoy spending time together both at home and outdoors. A lifelong sports enthusiast, Andrew especially loves golf and appreciates how the lessons—discipline, patience, and strategy—mirror the principles of sound financial planning.
Business Experience
- 1997- Present: Centaurus Financial*
- Wealth Management Advisers 2003 – Present
Services
- Estate Planning
- Financial Planning
- Fixed Income
- Life Insurance
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Annuity Reviews
Education and Licensing
- 1995 – AA–RanchoSantiagoCollege
- 1997 - BA – CaliforniaStateUniversityFullerton
- Series 7 – General Securities Representative
- Series 66 – Combined Investment Advisory Agent
- Series 24 – Registered Principal
- Series 6 – Investments/Variable Contracts
- Series 63 – UniformState Exam
- Life & Health Insurance License
- Currently taking Certified Financial Planning Courses
California Life Insurance License No. 0C15128