My Background
With more than twenty-five years of experience in financial services, Anthony San Andres is committed to providing the highest level of professionalism and personal service. He specializes in comprehensive investment planning including the assemblage of fixed-income portfolios that are designed to be consistent with each client's risk tolerance and time horizon. Once we implement your plan, we'll meet to review it on a timely basis to help make sure you are still on track to meet your goals.

Mr. San Andres graduated from the American University in Washington, DC with a degree in Economics and Government. Upon graduation, he worked as a Corporate Trust Specialist with State Street Bank & Trust in Boston. His professional experience includes working as a Financial Advisor for Smith Barney, UBS PaineWebber and Morgan Stanley.

Anthony is a regular contributor to the United Way. In his spare time, he can be found climbing the mountains of Malibu with Velo Club LaGrange, among California's largest Cycling clubs.


CA Insurance License #0B73362 Resident State: CA