ANDREW T. KERR
Fee-Only Financial Advisor
Founder
Andrew Kerr has extensive experience in finance. Going on his 15th year of business he knows the complex financial needs of affluent families and small business owners. Andrew has unusually perceptive judgement in analyzing the best way forward.
Specialized Areas of Practice:
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Portfolio Management
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Business Development & Forecasting Models
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Tax Law
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Capital Markets
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International Markets
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Corporate Guidance
Andrew has the following credentials:
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Investment Advisor Fiduciary
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CRTP - Licensed Tax Advisor / Preparer
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Insurance Broker
Andrew founded Kerr Wealth Management because he saw a clearer path forward for the public that did not involve common conflicts, excessive fees and utilized financial planning techniques to achieve optimal tax and wealth building outcomes.
Andrew attended Santa Monica College and Penn State. Andrew serves in a unique capacity as a Kerr Wealth financial advisor, leader and researcher.
KERR WEALTH MANAGEMENT
Financial Advisor / CEO
559-277-4772 ext. 1001
Background
Prior to forming Kerr Wealth Management, Andrew worked for institutional firms and national broker dealers. (Cambridge Investment Research and Lincoln Securities Corporation). With his experience came a growing disdain for commission driven stock brokerage companies. In 2015 Kerr Financial Planning Corporation was born. Andrew started Kerr Wealth with a firm belief that giving financial advice should be objective and fee based. Today - the Kerr Companies employs 14 full-time professionals ranging from fee-only financial planners, business advisors, accountants and tax advisors, retirement plan administrators and a pension actuary.
Husband, Father and Outdoor Enthusiast
Husband, father, education and competitive cycling make up the majority of Andrew's personal life outside of work. Andrew and his wife, Rebecca just celebrated their 10th year of marriage. They met in Fresno California. Today they share the joys of city life and ranch life. With a country home in northern / Rhinelander Wisconsin and a ranch in the foothills of Clovis, CA they make the most of what Rhinelander Wisconsin has to offer. Andrew has 2 children, Austen and Alina, chickens, cows, horses, sheep and goats. Prior to a career in finance Andrew competed as a collegiate road cyclist and continued beyond college as an under 23 elite amateur pro development rider in Milwaukee, WI. Andrew no longer competes but participates in weekend charity rides and club events with Fresno Cycling Club and his club, The Kerr Companies. Andrew also plays the guitar. He started playing at 14 and 24 years later has a collection of 22. Andrew's commitment to a balanced life and a successful business practice allows him to enjoy time with his family and make meaningful connections with clients.