Andrew Y. Wasa AIF, CIMA, CPFA
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 Lic#0700425