Chris Andrews, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Team Photo

Our mission is to help Bay Area families and professionals build a sense of confidence and optimism around their finances. We provide expert financial planning guidance and develop caring relationships that go beyond the planning process itself.

Our philosophy is that:

  • Planning is a collaborative process, not an isolated event.
  • Clients are best-served by a fiduciary who provides advice based solely on the client’s best interest.
  • Planning is about achieving goals, not about chasing return or trying to beat the market.
  • Each client deserves a plan that integrates all the facets of their financial picture.
  • Solutions to complex issues must be simple, actionable and designed with the end in mind.

We primarily work with two types of clients:

  • Mid-career professionals and families with young children looking to get their financial planning “house in order."

  • Later-career professionals planning for income distribution in retirement.

We have niche expertise for clients who work for technology companies in Silicon Valley. In particular, we help them optimize their employer benefits and help them develop an overall strategy for their stock options, RSUs, ESPP, 401(k), and investment accounts.

By focusing on what matters most to our clients, we put together a strategy and work together each year to achieve their goals.


Annual Pumpkin Patch

We had an amazing time getting into the spirit of Halloween with our clients and their families at our 4th Annual Pumpkin Patch! There was pumpkin carving, face painting, crafts, and an adorable array of wild animals, superheroes, and fanciful creatures in attendance! To those who could attend, thanks so much for joining in the fun and it was great to see so many pumpkins finding “happy homes” just in time for Halloween festivities! Feeling like you missed out? Fear not! The 5th Annual Pumpkin Patch will be back again in 2018.

 


Tasting on Top of the Pyramid

We made the most of a rainy evening in San Francisco hosting our first "Tasting on Top of the Pyramid" event this March. Competition was fierce and fun in the wine/cheese/chocolate tasting, and congrats to our grand-prize winner (Jenny Founds) on winning a year-long membership to Newsome Harlow winery. Looking forward to making this an annual event in the City and thanks to everyone that was able to join us!

 


Community Involvement

This December, Chris spoke to Bay Area Women's Sports Initiative (BAWSI) about financial literacy. BAWSI seeks to “Engage, Inspire, and Empower” children of local communities. Because of how important their cause is, this is the 4th year that Chris has volunteered his time! Be sure to check out their website to learn more and click here to learn more about our efforts!


Lots of fun at the Northwestern Mutual ribbon cutting ceremony for our new space in the Transamerica Pyramid in San Francisco!  Love the space and especially the new views of the Bay!


Who's Sitting on Your Side of the Table?

Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions.

Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck