Andrew Moretine

Associate Advisor, William Allan Wealth Management

Andrew has been an Associate Financial Advisor with William Allan since August 2017. He works with individuals and families on planning topics ranging from retirement considerations to investment management, with a focus on long-term relationships and clear communication.

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. He values family, integrity, and helping others achieve long-term financial peace of mind.

• Firm office: One World Trade Center, 8th Floor, Long Beach, CA 90831
• Phone: (800) 677-5309