Andrew Lochhead B.A., CFP®
Give someone a fish, they eat for a day. Teach someone to fish, they eat for a lifetime.
Growing up with sports being number one priority, Andrew Lochhead soon began to realize finance and helping people was his next passion. Having a degree in Psychology along with the CERTIFIED FINANCIAL PLANNER® (CFP) designation helps him connect and listen to clients’ needs to figure out exactly how he can meet their goals today and in the future, while still being personable, respectful and honest.
Andrew doesn't believe in telling clients what to do. Personal financial plans are crafted and adjusted over time so you can understand how and why his recommendations fit for you and your family.
He is married with 2 kids, and can be found at the beach, ball diamond, hockey rink and golf course.