 |
 Areas of Expertise
Financial Planning Functional Experience
Money Management Industry Experience
Professionals & Executives Board of Directors Service
Board Member Emeritus |
Peter D. Andrews Pete Andrews is celebrating his 24th year in helping people plan, understand and navigate through the challenges of money management, personal budgeting, and how to best achieve their retirement goals. Pete is considered to be a financial quarterback - recognized for his integrity and ability to build foundational relationships that match financial needs and sense of urgency. When coaching people in transition, he believes that partnering with a seasoned financial advisor places individuals in the game with someone who cares about them. Like all Syntesis Global™, Career Coaches, he has proven himself as a Business Advisor, Career Consultant, and big picture "Career Architect," who proactively capitalizes on change; understands short-term/long-term career navigation and the ability to drive personal ROI. If strategic portfolio management is the question, people immediately benefit from his strategic alliances with some of the best tax specialists, real estate professional, and trust attorneys in Southern California. Pete believes that in today's complex financial world, it is important that you have an accomplished financial Advisor on your side - particularly, when going through change. He has a long and proven successful track record with quantifiable results in the design and delivery of financial plans that have helped people through difficult transitions, and with plans that provide income and benefits for all his clients. Pete has also been acknowledged for conducting powerful workshops and seminars on "getting your act together". He understands the daily hurdles and helps people channel through the tough times by planning ahead with what they have now. Pete always says "people are fine once they have a plan and put it into action", my job is to keep them on track. When going through change, Pete's approach is that of a problem solver. He is recognized for asking the "right" questions and provides solutions to some of the most difficult situations and is loyal through the thick and thin. His ability to brake-down a complex situation and provide a simple plan of execution is what has underscored his success in some of the worst economic times our country has ever seen. Prior to his engagement with Syntesis Global™, Peter established and serves as the Managing Partner for the `Andrews Financial Group' a boutique investment firm where clients can handle most of their financial needs through specialists who are proven experts in their scope of work. Peter's career has been highlighted most recently during the 2009/2010 financial crisis. While most of the industry continued an archaic "buy and hold" strategy, 50% of personal assets disappeared overnight as a result of bad advice. During this difficult time, Pete and his team transferred over 25 million of their client's assets to cash, bonds and guaranteed investment income. This strategy protected assets that many clients who were retired could not have earned again and could not live without. Also, over the last decade Pete has been very active in helping over 3,000 families get a Living Trust to not only protect their assets but also their wishes. |
|
2625 Townsgate Rd. Suite, 330 │ Westlake, Village, CA │ 91361 For more information, please call (800) 829-7218, or Email: contactus@syntesisglobal.com Like Us:  
|
| © Syntesis Global™ 2013, All Rights Reserved |