Andrew Santos

Client Service Specialist

Andrew Santos is a Client Service Specialist based in the San Rafael office.

Andrew’s interest in finance began in college, when he took a class on investments and appreciated how his professor could take complex topics and communicate them in a way that was engaging, educational, and simplified. Today, he approaches his work with empathy and enthusiasm, and enjoys building strong relationships with both his clients and his colleagues. He believes that listening and asking questions are key to understanding a person’s needs and helping them find a quick and efficient solution. Andrew has dedicated his career to financial services and has previously held operational and client service roles at Bailard, Inc. Boston Private, Franklin Templeton, Washington Mutual Financial Services, and Charles Schwab. He has a BA in Business and Managerial Economics from the University of California, Davis. He is also a skilled cook and baker, working for eight years as a professional chef.

Andrew moved to the U.S. from the Philippines as a teenager and landed in Northern California. In his spare time, he enjoys cooking, baking, and spending time with his wife and young daughter.

Previous Experience

  • Client Service Specialist at Private Ocean Wealth Management
  • Client Associate at Bailard, Inc.
  • Client Advisor Associate at Boston Private
  • Chef at Auntie Em’s Fine Foods and Pastries

Education & Credentials

  • BA, University of California – Davis, Business and Managerial Economics

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Andrew Santos