Andrea L Collins

Andrea began her career in Wealth Management at a Beverly Hills brokerage firm in 2005. Specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations, she has dedicated her career to working closely with each clients investment advisor to developing portfolios based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.

Wealth Management is not only for “affluent” individuals and she has dedicated more than a decade to designing a straightforward process to achieving optimal results for all clients.

Active in the community she has recently published “A Word to the Wise: 30 words to renew your mind and build a lasting legacy” and frequently teaches financial literacy workshops for schools and organizations in an effort to create a multi-generational understanding of financial stewardship, wealth management, and legacy building.

Andrea received her Bachelor’s degree from the University of California, Berkeley and a Masters degree in Practical Theology.