ANDREW T. KERR

Financial Advisor

Andrew T. Kerr knows the complex financial needs of affluent families and small business owners. With extensive experience in business development and capital markets he has unusually perceptive judgement in analyzing the best way forward.

Andrew started Kerr Wealth Management because he saw a clearer path forward for the public that did not involve common conflicts associated with large broker dealer institutions.

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Andrew attended Santa Monica College and Penn State. Andrew serves in a unique capacity as a Kerr Wealth financial advisor, leader and researcher.

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My ADV Part 2B

Background

Prior to forming Kerr Wealth Management, Andrew worked for institutional firms and national broker dealers. (Cambridge Investment Research and Lincoln Securities Corporation). With his experience came a growing disdain for commission driven stock brokerage companies.  In 2015 Kerr Financial Planning Corporation was born. Andrew started Kerr Wealth with a firm belief that giving financial advice should be objective and fee based. Today - together with a full team of financial planners, advisors, accountants and consultants - Kerr Wealth Management helps many businesses and families across the country with complex wealth management and investment management needs. 

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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. Andrew has two children, Austen and Alina. Prior to a career in finance Andrew competed as a collegiate road cyclist and continued beyond college as an under 23 elite amateur pro development rider in Milwaukee, WI. Andrew no longer competes but participates in weekend charity rides and club events with Fresno Cycling Club.