Andrew Meyer, CFP®, CFA

Senior Wealth Advisor, Managing Director

Newport Beach, CA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Analyst® designation

 

Work Experience

  • Joined MAI in 2015 and specializes in investment management, financial planning, tax strategies, and estate planning solutions to help clients achieve their financial goals
  • Prior to MAI, worked at First American Trust and BNY Mellon Wealth Management, where he was responsible for overall wealth management and planning for high-net-worth clients
  • Ranked 8th on the 2024 Forbes Best-In-State Wealth Advisor list in Southern California (High Net Worth)1

 

Life Outside of MAI 

  • Active member of the Orange County community, serving as a board member for University of California Irvine’s Center for Investment and Wealth Management
  • Served as a mentor in the Orange County CFA Society, a board member of the Orange County Child Abuse Prevention Center, and a Big Brother for Big Brothers Big Sisters of Orange County
  • Member of the Orange County CFA Society

 

Education

  • Towson University, BS in Finance

 

1On April 3, 2024, Andy Meyer ranked 8th out of 154 in California – Southern California (HNW) on the Forbes ranking of Best-In-State Wealth Advisors. Information provided was based on data as of June 30, 2023. MAI does not pay a fee to be considered for an award or to participate in rankings.

We look forward to learning about your financial goals.

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