Broker Check

About Us

Wyatt Financial & Insurance Solutions, LLC, was founded by Andrew M. Wyatt, Certified Financial Planner® (“CFP®”). Andrew also holds the designations of Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). In addition to being a financial planner, Andrew has been a practicing attorney and fiduciary in the state of California for over 30 years.

Andrew is a graduate of California State University, Northridge, where he obtained his Bachelors of Science in Engineering and Master of Science in Taxation degrees. In addition to obtaining the Juris Doctorate degree from Southwestern Law School, Andrew holds an Masters of Business Administration (MBA) in Financial Planning from California Lutheran University.

A father of three children, Kaitlyn, Courtney, and Andrew II, Andrew believes in family values and the importance of fiscal responsibility in the home.

Andrew enjoys working in the financial planning profession where he can use his unique problem solving abilities as an attorney and financial planner to help his clients make their dreams a reality. These comprehensive financial plans may include but are not limited to income for retirement, tax planning and estate issues, portfolio revision, life insurance, portfolio management and business exit strategies.

Andrew offers his clients complete financial planning, bringing everything they need in one place. After learning about your specific situation, Andrew can help you understand how to achieve your important life goals. He is committed to helping you get your financial house in order.

Andrew's specialized financial planning knowledge is centered mostly on individuals, small business owners and professionals. His passion for helping people is evident: relationships come first with Andrew, and his clients connect with him easily. Andrew has integrity and devotion to help you succeed in attaining your financial goals. As an attorney and financial planner Andrew's focus is on helping you, the client. achieve a healthy financial position.

Andrew has the experience of working with a diverse group of clients. This has given Andrew the knowledge to take a proactive approach to advising you on all your financial goals and needs.

Have a Question?

Thank you!