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Andrew Dodds, CFP ®
Expertise :
- Comprehensive Wealth Planning
- Service Excellence
- Customized Asset Management
- Retirement Planning
- Caribbean Strategy – A Carefree Retirement
- Dynamic Advisory Team Approach – Collective Wisdom
Professional Background:
- Founder/Owner, Dodds Wealth Management Group 2003
- Senior Financial Advisor, American Express Financial Advisors 1991-2003
- Commercial Real Estate Broker, Cushman & Wakefield 1987-1990
- BA Degree in Economics, Stanford University 1984
Professional Credentials/Affiliations:
- CERTIFIED FINANCIAL PLANNER (TM) (CFP ® ); 1995
- Securities Licensed, Series 7, 24, 63 and 65;
- Member, Chairman's Council, LPL Financial
- Speaker: Portfolio Strategies, Service Excellence, and Dynamic Advisory Team Approach
- Member: Professional Artists, Laguna Beach
Personal:
Academic sabbatical, Art Center College of Design in Pasadena, 1981; Fine artist, watercolors. An avid golfer and member Castle Pines Country Club, Andrew lives with his wife and two sons. He most memorable vacation was spent surfing with his family in Kauai lagoons.