Andrew Gordon
Registered Principal
As your financial Advisor Andrew will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As the relationship builds over time, he will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. Andrew looks forward to serving his clients long-term investment needs.
Andrew is a personal financial consultant and investment advisory associate licensed with Centaurus Financial. Centaurus was first established in 1992. Centaurus is one of few organizations in existence today that offers its clients recommendations based on high professional and ethical standards not affected by corporate pressure to offer only “in-house/proprietary” products.
Andrew spends his leisure time with his wife Lisa and their son Tyler. Andrew enjoys all sports, but especially enjoys the mental and physical challenges of golf. Andrew and Lisa live in Tustin and are very family oriented.
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