Andrew Y. Wasa CIMA
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