Andrew Rotz Mba, Cfp®, Ccfc

Financial Guide at Fruitful

Andrew Rotz, MBA, CFP®, CCFC, is a finance professional with extensive experience in financial planning, operations, and leadership. Currently serving as the Founding Guide and Advisor at Fruitful since November 2022, Andrew focuses on enhancing financial wellness for early and mid-career professionals. As the Founder and CEO of Tide & Tempest Financial Planning, LLC since January 2022, Andrew leverages a strong background in the U.S. Navy Reserve, currently holding the rank of Lieutenant Commander. Previously, Andrew served as the Director of Personal Finance and Financial Literacy at North Carolina State University's College of Veterinary Medicine, where a comprehensive financial wellness program was developed for a diverse student body. Additional roles include leadership positions at Fidelity Investments and Simplicity Financial Marketing. Andrew holds a Bachelor's degree in History and Military Science from the University of Florida and an MBA in Finance from NC State Poole College of Management.

Location

Apex, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Fruitful

2 followers

Fruitful is a financial wellness platform that provides radically customer-aligned banking with expert financial guidance, 24/7 customer service, and powerful personal finance tools. Fruitful provides these services for a transparent, affordable subscription fee rather than operating off of opaque spread lending, hidden account fees, and product cross-selling. By combining this revenue model with best-in-class service and expert guidance from real people, Fruitful is reimagining consumer banking with an unwavering focus on helping its members access greater financial understanding and a more secure financial future.


Industries

Employees

11-50

Links