Andrew Kerr - Fee-Only Financial Advisor in Fresno, CA

Hi,

I'm Andrew Kerr, a Financial Advisor in Fresno, CA . Welcome to my firm, Kerr Wealth Management. We work with families in Fresno and Clovis, CA and throughout the state. Many of them happen to be business owners, physicians, farmers, nurses and retirees. Scroll down to learn more about who I am and what I do as you conclude your visit on our website.

I specialize in holistic financial planning and investment management. In effort to help people make better financial decisions I established Kerr Wealth Management. I am grateful that you have visited my website and I look forward to sharing my financial planning approach with you.

What is holistic fee-only financial planning?

Holistic fee-only financial planning means we do not start with products or work for commissions. Fee-only means we start with focusing on your goals and financial needs then we discuss investment solutions. The old way - buy a product from a product salesman and then figure it out. 

Holistic financial planning focuses on you, your goals, your current phase of life and your assets. Starting with planning first allows us to capture important details so that we can then align a portfolio or potential product with your needs. I do not consider money as a means to an end, rather I considers money as a tool to help your plans become a realistic reality. During the financial planning process we establish and define our relationship and work together towards a pathway for you. 


Andrew Kerr's background

Prior to forming Kerr Wealth Management, Andrew worked for larger financial firms and national broker dealers. (Nationwide Financial, Cambridge Investment Research and Lincoln Securities Corporation) With his experience came a growing disdain for the brokerage industry, Andrew ventured out on his own by opening Kerr Wealth Management in 2015. Kerr was founded on the firm belief that his client’s trust is his most valuable asset, and more importantly that trust must be earned.

Husband, Father and Outdoor Enthusiast

Husband, father, education and competitive cycling make up the majority of Andrew's personal life outside of work. Andrew and his wife, Rebecca just celebrated their 8th year of marriage. They met in Fresno California, and ended up settling in the beautiful foothills of Clovis. 

In 2013 Rebecca and Andrew were blessed with the birth of their first child, Austen. Austen is a rockstar tap dancer, crazy strong gymnast and full of energy. 

In 2019 they welcomed their daughter, Alina. Andrew loves endurance sports. He competed as a road cyclist in college and as an elite amateur pro during his 20's. Andrew no longer competes but participates in weekend charity rides and club events with Fresno Cycling Club. 

Prior to forming Kerr Wealth Management, he founded Kerr Insurance Brokers, Inc. in 2008. Today, Kerr Insurance is a provider of commercial insurance, loss control and risk management for small and midsize businesses. In 2019 Andrew formed Kerr Payroll Solutions, LLC to help integrate 401(k) and the payroll process. Andrew takes great pride in using his business acumen to hopefully improve his clients financial lives.

You can contact Andrew directly at: 559-277-4772 ext. 1001 or by email: akerr@kerrwealth.com

Andrew is not a CFP or CPA.

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