Andy McNamara, CFP®, CPWA®, CEPA is a Wealth Advisor at Corient, one of the largest integrated fee-only registered investment advisors in the United States, since July 2023. Previously, Andy served as a Wealth Advisor at CI Dowling & Yahnke Private Wealth from July 2020 to July 2023, where responsible financial guidance in investment management and planning was provided. Early career roles included Financial Planner and Associate Advisor at Dowling & Yahnke, and Associate Wealth Advisor at The Gensler Group. Andy began the professional journey as an Investment Advisor Representative and Financial Services Representative at Foresters Financial Services. Academic credentials include a Bachelor of Arts in Economics from UC San Diego and ongoing education at Università Bocconi.
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