Andrew Amoroso

Andrew is a dedicated Fiduciary Adviser who places a strong emphasis on understanding and valuing each client's unique financial situation before providing personalized recommendations. With a passion to educate first, he diligently works with clients to develop achievable goals, comprehend financial options, and create financial plans that help his clients feel confident about their financial future. Andrew's advice is always tailored to prioritize the best interests and individual needs of his clients.

With the right tools and education, Andrew firmly believes that nearly everyone has the potential to achieve financial security. He takes immense pride in forging strong relationships and accompanying his clients along their journey, serving as a member of their team as they navigate the complexities of retirement. For Andrew, the ultimate satisfaction is knowing that he has played a meaningful role in making a positive difference in his clients' lives, and the community.

Andrew's academic background includes a bachelor's degree in business management and finance from Western Washington University. Professionally, he holds a Series 65 securities license, a Washington state Insurance Producer's license, and a Washington state Notary Public license.

Andrew, alongside his partner Carmela, resides in Seattle. They share a love for outdoor activities, fitness, documentaries and exploring new restaurants. Traveling and spending quality time with family and friends are among their favorite pursuits. This dynamic combination of financial expertise and a vibrant personal life reflects Andrew's holistic approach to both his professional and personal endeavors.

Andrew & Carmela, hiking the Grand Canyon in Arizona