Andrew Cheng, CFA, currently serves as a Senior Financial Analyst at EP Wealth Advisors since July 2022, focusing on financial planning and analysis as well as mergers and acquisitions. Additionally, since August 2019, Andrew has been working as a Financial and Data Consultant at FCTI, Inc., where responsibilities include budget analysis, machine learning forecasting, and quarterly board presentations. Previously, Andrew held a Senior Financial Analyst position at ChangeFi from May 2021 to July 2022, engaging in financial modeling and business forecasting. Earlier experience includes roles at DealerSocket, where Andrew served as a Corporate Financial Analyst II/Business Partner and Staff Accountant/Payroll Clerk, emphasizing financial analysis and report development. Andrew obtained a Bachelor of Arts in Accounting and Finance from the University of California, Irvine, between 2013 and 2016.
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