Find your path to Andrew
99 people in our graph share verified history with Andrew — schools, employers, funds. One of them is your warm intro.
Joyce ReitmanunlockedAndrew: together at AXA Advisors (2009–2010)
×6Andrew: together at AXA Advisors
×2Andrew: together at National Securities Corporation
×3Andrew: together at AlTi Wealth Management France
About
Andrew Rodger is a CERTIFIED FINANCIAL PLANNER™ and financial planner at Mainspring Wealth Advisors. Based in Seattle, Washington, he works with Boeing employees and retirees, focusing on retirement benefits such as pension payout options and early retirement provisions, as well as tax strategies including Roth conversions. As a CFP, he is held to a fiduciary standard.
Experience
- Mainspring Wealth AdvisorsFinancial Plannercurrent2010 — presentBurien, WA
- AXA AdvisorsFinancial Advisor2009 — 2010
- National Securities CorporationStockBroker/ Trading Desk1992 — 1999Seattle Wa
Skills & more
Wealth ManagementFinancial PlanningRetirement Income StrategiesInvestment ManagementBusiness StrategyBusiness TransactionsLong Term Care InsuranceLife Insurance529 PlansEducation SavingsConcentrated Stock ManagementPension Funds
- CFP ChFC — CFP Board
From Andrew's professional profile.
Colleagues at AlTi Wealth Management France
Adam Gentile
Managing Director at AlTi Wealth Management France
Alex Hokanson
Head of Infrastructure and Energy Transition at AlTi Wealth Management France
Ali Bouzarif
Board Member at AlTi Wealth Management France
Amanda Flynn
Head of U.S. Family Office Services at AlTi Wealth Management France
Amanda Lang
Managing Director at AlTi Wealth Management France
Andreas Wimmer
Board Member at AlTi Wealth Management France
Andrew Douglass
Head of Growth at AlTi Wealth Management France
Anthonia Hui
Head of Singapore at AlTi Wealth Management France
Frequently asked questions
- Who is Andrew Rodger?
- Andrew Rodger is a CERTIFIED FINANCIAL PLANNER™ and financial planner at Mainspring Wealth Advisors. Based in Seattle, Washington, he works with Boeing employees and retirees, focusing on retirement benefits such as pension payout options and early retirement provisions, as well as tax strategies including Roth conversions. As a CFP, he is held to a fiduciary standard.
- Where does Andrew Rodger work?
- Andrew Rodger is Senior Advisor at AlTi Wealth Management France.
- Where did Andrew Rodger go to school?
- Andrew Rodger studied at Arizona State University; The American College of Financial Services.
Same school
Also attended Arizona State University200
Suhail DoshiFounder of Mixpanel; founder of ParticleJackson HeddyCFO at NorthzoneOliver MitchellPartner at Ff Venture CapitalHelen SunAnalyst at Pangaea Ventures Us Inc.Max AltschulerFounder & General Partner at GTMfundJen FettermanInvestor Relations Coordinator at Stripes
+ 194 more
Also attended The American College of Financial Services3
Shared employers
Also worked at AXA Advisors11
Ann PauloseSenior Investor Relations Associate at GreycroftGlenna CroyProgram Director at Lighthouse Network Ventures LlcBryson HearneAssociate at ResilienceVCJoyce ReitmanImpact Partner at Fresco CapitalKiran ReddySenior Managing Director at Blackstone Life SciencesKristopher LancasterAssociate at DeepWork Capital
+ 5 more
