With over 25 years of experience in wealth management, Andy Trasowech is dedicated to helping clients navigate retirement and long-term investing with confidence. His expertise lies in keeping investment strategies simple, understandable, and focused on equities for long-term growth. Over the years, his practice has evolved to specialize in high-net-worth individuals, providing them with tailored financial strategies to preserve and grow their wealth.
Andy earned his Bachelor’s degree in Economics from Pomona College and a Master’s degree in Economics from Claremont Graduate University. He has taught both economics and statistics at the collegiate level and holds the Certified Financial Planner™ (CFP®) designation. Outside of work, Andy enjoys biking and walking along the Mississippi River and remains actively involved in the community as a board member of the Friendly House.