At Gerry Andrade & Associates, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Retirement investing and distribution strategies*
- Investing principles and strategies*
- Risk management analysis*
- Estate conservation issues
We also can answer your questions, including:
- When can I retire?*
- Can I retire early?*
- Are my investments working hard enough?*
- What’s a good approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
*These services are offered by Gerry Andrade & Associates, Inc. through their affiliation with Avantax Investment Services, Inc.
Gerry Andrade, CPA
Chief Executive Officer | Senior Financial Advisor
Gerry Andrade 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 has been serving the South Bay Community for over 25 years...
Erica H. Ferro, CPA
Senior Tax Advisor
Office Manager | Tax Advisor
Liz joined Gerry Andrade & Associates in 2005 as a tax advisor and has grown to be our office manager and investment client associate. She has extensive accounting and management skills. She understands the value of providing service...