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Phone: (760) 230-1880 ext. 107

Fax: (760) 230-1341

Email: wasa@focusinvestment.com

Andy specializes in servicing institutions and Taft Hartley plans and has considerable experience in analyzing investment managers, mutual fund companies and other investments.  He is also a member of our due diligence team and serves as a liaison with the service providers (i.e. money managers, trust company, etc.). He assists in portfolio optimization, asset allocation and investment strategy design.

Andy is a graduate of the University of San Diego with a B.S. in Business Finance. He became a registered representative, obtaining his Series 7, 24, & 63 currently held with LPL Financial. He also holds a Series 66 with LPL Financial and Focus Investment Advisors. Andy is also the co-founder of Focus Investment Advisors, Inc.

CA Insurance #0700425

 

Phone: (760) 230-1880 ext. 104

Fax: (760) 230-1341

Email: famelio@focusinvestment.com

Frank joins Focus Investment Advisors with 31 years of investment experience. He provides an extensive background in tax advantaged and fixed income portfolio management as well as separate accounts.  Since 1987, Frank has been a practitioner of Point and Figure charting for Buy and Sell side decisions. He previously was the managing director for Amelio Financial Group. Prior to that he was the lead fixed income portfolio manager with Hochman, Cohen and Torres. Earlier in his career he established himself as a bond coordinator with Morgan Stanley, Salomon Smith Barney and A.G. Edwards & Sons. Frank began his career with Kidder Peabody & Co in 1985. He is a graduate of the University of Colorado with a B.A in Physical Geography.

Phone: (760) 230-1880 ext. 100

Fax: (760) 230-1341

Email: mdereld@focusinvestment.com

Monica joined Focus Investment Advisors in July 2014. She has over 15 years of experience in retail management and customer service. She holds an A.S. in Business Administration from Grossmont College and she is a Notary Public.

Monica is our Client Services Associate where she is the primary contact for all clients, responsible for account openings, account transfers and other client account servicing needs. She also supports all advisors in the office.