Travis Tsukayama, Andrews Advisory Associates, LLC

Andrews Advisory Associates, LLC

Summary of Services:

Investment Management, Retirement Planning ,Tax Planning, Holistic Financial Planning.

  • When you have a plan in place, you are less likely to be affected by external influences – Keep It Simple Strategy
  • Focus on what you can control
  • It is vital to work with an advisor that delivers massive value to you and acts in your best interest.
Andrews Advisory Associates, LLC is unique in the industry with a fee-only RIA business model.  Transparency and education are foremost to their business philosophy.

Andrews Advisory Associates, LLC offers a complimentary second opinion on your portfolio plus a meeting with their lead partners to give you an assessment on your situation.

Experience:

Travis Tsukayama, Co-Owner, Director of Investment Management, Certified Financial Planner (CFP) and series 65 Investment Adviser Representative..  Travis has been in the Finance industry since 2015 and has a passion for investing and finance. His primary motivation is helping others succeed financially to achieve their life goals. It is very rewarding when you can help a family towards the path of financial independence, then see them through their retirement years.  He started in back office, servicing paperwork and doing trades. Grew into a client-facing advisor, company partner, started speaking at seminars, and became an avid student of financial planning. He is currently working on his CFA and obtaining equity ownership of his RIA.

Contact Information:

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