Headshot of Andrew Marshall
Andrew Marshall

Andrew Marshall founded Andrew Marshall Financial, LLC as a means to provide independent, objective financial advice to individuals and families without regard to their current income or net worth.

Andrew is a member of the Garrett Planning Network, Investopedia’s Advisor Insights and the National Association of Active Investment Managers (NAAIM).

Andrew passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam and received a Personal Financial Planning certificate from the University of California, Irvine.  He holds the Series 65 Uniform Securities Law license.

Andrew Marshall comes to financial planning from a previous career in biotechnology.  Andrew earned a Bachelor’s degree in Cell Biology and a Master’s degree in Molecular Genetics from the University of Kansas.  He uses this background of experimentation, data analysis and drawing conclusions based on the evidence in his financial planning business.  This training creates an advantage by asking questions of common knowledge and recommending solutions that have been proven to work.

Andrew’s diverse life experiences growing up in the US and abroad enhance his ability to understand others’ perspectives and create individualized plans for his client’s success.




Media Quotes & Appearances:

Investopedia – Save more than your 401(k) max.  September 2017.

NerdWallet – Planning a summer vacation.  May 2017.

ThinkAdvisor – Addressing the shortage of millenial advisors.  April 2017.

LexingtonLaw.com – 5 Painless ways to cut expenses in 2017.  March 2017.

CNBC.com – Getting value from hotel executive lounges.  December 2016.

TheStreet.com – Five big Forex mistakes small investors make.  June 2016.

Investopedia – Preparing your retirement portfolio for another financial crisis.  June 2016.

GoodCall.com – Expert panel on young people starting to save for retirement.  May 2016.

Quickenloans.com – Real estate investing potential pitfalls.  April 2016.

TheStreet.com – Article about household debt remaining from the financial crisis.  April 2016.