Andrew Demos Email & Phone Number
Senior Financial Planner @ Reilly Financial Advisors
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Andrew Demos Location
- La Mesa, CA, US
Andrew Demos Work
- Senior Financial Planner @ (February 2014 - Present)
- President @ Spartan Planning (July 2002 - January 2014)
- Financial and Tax Planning Associate @ Rosenthal Financial Services (August 2001 - June 2005)
- Investment Associate @ The Hunter Group (May 1997 - May 2001)
- Financial Consultant Assistant @ Linsco/Private Ledger (June 1994 - February 1995)
Andrew Demos Education
- Certified Financial Planner Board of Standards
Certified Financial Planner
2004-2004 - San Diego State University
Master of Arts (M.A.) (World Economic History)
1995-1997 - San Diego State University
Bachelor of Science (B.S.) (Financial Planning and Services)
1988-1991
Andrew Demos Skills
- Retirement Planning
- Estate Planning
- Wealth Management
- Portfolio Construction
- Wealth Preservation Planning
- Tax Coordination & Planning
- Insurance Risk Management
- Certified Financial Planner
- Microsoft Office
- Customer Service
- Microsoft Excel
- Microsoft Word
- Research
Andrew Demos Summary
- Andrew Demos, based in La Mesa, CA, US, is currently a Senior Financial Planner at Reilly Financial Advisors. Andrew Demos brings experience from previous roles at Spartan Planning, Rosenthal Financial Services, The Hunter Group and Linsco/Private Ledger. Andrew Demos holds a 2004 - 2004 Certified Financial Planner @ Certified Financial Planner Board of Standards. With a robust skill set that includes Retirement Planning, Estate Planning, Wealth Management, Portfolio Construction, Wealth Preservation Planning and more. Andrew Demos has 3 emails on RocketReach.
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