Andrew J Manier, CFP, AEP, ChFC, CAP

Brooke Buttgen 

on Google

3 weeks ago

I started working with Drew with very little investing experience, and he was great at introducing me to the concepts and getting me up to speed without ever making me feel overwhelmed or talked down to. He really listens to your goals, understands your comfort level with risk, and then builds a plan that makes you feel confident about where your money is going. My husband worked with him first and had such a great experience that I came on board too. Drew handled everything in a way where we could each have our own accounts... read more

Christine B 

on Google

a month ago

Drew came highly recommended through my husband’s colleague, and after not feeling great about the financial advisors we had been working previously, we decided to make a change. It has been really great. Drew has helped us navigate retirement planning, disability insurance, life insurance, investment accounts, and even the process of rolling over our CalSTRS retirement into our current accounts. That last one is no small thing, and his team handled it for us. That’s actually the biggest difference I can point to. Our previo... read more

Lauren C 

on Google

a month ago

I’m a financial advisor myself, so I have a pretty good sense of what good looks like in this industry. I’ve known Drew and worked with him as a client for about 10 years, and he consistently delivers. He helped me set up my accounts and has managed my investments, including my Backdoor Roth, and everything is handled in a timely, organized way. There’s a lot of paperwork involved in this kind of work, and his team stays on top of all of it, which makes the whole process smooth and easy. What stands out most is that Drew nev... read more

Rakesh Jain 

on Google

4 months ago

Andrew Manier has been my financial advisor for over a year now. My only regret is that I didn’t make the switch to him sooner. Andrew is an active advisor who initiates regular conversations so he understands my evolving life goals and takes the time to clearly explain every investment option. He really 'gets' my big picture. As a self-employed professional, I feel fortunate to have Andrew in my tight circle of trusted advisors and friends. He helps me look beyond the daily grind and focus on long-term success. 

Lace Renfro 

on Google

5 years ago

Drew Manier is a great CFP, he’s someone you want in your corner!