Andrew Moretine

Associate Financial Advisor

Professional portrait of a smiling man in a checked blue suit, white shirt, and navy tie, against a plain gray background.

Andrew has been a trusted Associate Financial Advisor with William Allan since August 2017. He takes pride in helping individuals and families navigate their financial journeys, offering tailored strategies for everything from retirement planning to investment management. Known for his thoughtful, client-first approach, Andrew focuses on building lasting relationships based on trust and transparency.

He earned his Bachelor of Business Administration with an emphasis in Finance from Loyola Marymount University in May 2017. Prior to that, he received a scholarship to play collegiate golf at Immaculata University, an experience that helped shape his discipline, focus, and competitive mindset—qualities he brings to his work with clients today.

Outside of work, Andrew enjoys spending time with his wife, two children, and two dogs. You can often find them at local sporting events—especially Dodger or UCLA games—or at Disneyland. Andrew still loves getting out to the golf course whenever he can. He values family, integrity, and helping others achieve long-term financial peace of mind.