The Eight Wealth Management Issues:
This patented process centered on eight common wealth management issues enables Advisors to help clients make the most of their money while avoiding financial pitfalls.
The Wealth Management Team:
Gerry is the Founder and Chief Executive Officer of Gerry Andrade & Associates, Inc. Gerry earned his Bachelor’s Degree in Accounting from Cal State Northridge. He received his CPA Certificate in 1989 and has been serving the South Bay Community for over 25 years. He is a California Certified Public Accountant and a member of the South Bay Estate Planning Council in Torrance.
To better serve his clients, Gerry added financial services to the firm in 2001. Since 2004, he has been a member of the Premium Wealth Advisors and the Circle of Excellence Advisors with HD Vest Investment Services. In 2012, Gerry was awarded the Pacesetters Outstanding Advisor Award.
Gerry is a fully licensed Registered Representative with HD Vest Investment Services since 2001. He holds the following securities licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 66 (Uniform Combined State Law), as well as, a California Life and Variable Life/Variable Annuity Insurance License. He is an Investment Advisory Representative (IAR) with HD Vest Advisory Services.
Gerry currently resides in Hollywood Riviera in Torrance with his wife Nancy and their twins, Steven and Erika. He is an enthusiastic Lakers fan, golfer and has been a participant of the Redondo Beach Super Bowl 10k run for over 20 years.
Lawrence joined Gerry Andrade & Associates in 2018 as a Financial Advisor. He has extensive knowledge and experience in investments, insurance and retirement planning. He is well-versed in investment products, personal financial analysis, income tax planning, retirement plans for business owners and personal income tax preparation. Prior to joining our firm, Lawrence worked for over eight years in multiple bank and credit union institutions. Subsequently, Lawrence also has a strong knowledge in banking products and services.
Lawrence started his career in 2010 at BancWest Investment Services assisting a Senior Financial Advisor. He obtained his General Securities Representative license in 2011. Lawrence has worked in the Private Client Group at US Bank, where his team achieved numerous awards including the prestigious Inner Circle President's Club and many quarterly Pinnacle awards. Most recently, he worked at First Bank and Technology Credit Union as a Financial Advisor.
Lawrence completed the Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning, the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies and a twenty-four unit certificate in Personal Financial Planning from UCLA. He is currently working towards the requirements for the Certified Financial Planner (CFP) designation.
Lawrence has a California Insurance License and holds the following securities licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), Series 63 (Uniform Securities Agent) and Series 6 (Investment Company Products/Variable Life Contracts). He is also a Notary Public.
Lawrence earned his Bachelor of Arts degree from San Francisco State University and multiple Associate of Art degrees from Santa Barbara City College. He currently resides in San Pedro with his wife Vanessa. He is an avid musician who also enjoys sports and travel.
Liz joined Gerry Andrade & Associates in 2005 as a tax advisor and has grown to be our office manager. She has extensive accounting, management, investment account administration skills. She understands the value of providing personal service to our clients. She is a graduate of South Pasadena High School and attended El Camino College in Torrance. She lives with her husband and two children in Long Beach.