Andre Aguado

Senior Financial Planner, Sourjohn-Kim at Pensionmark

After 21 years in the banking industry, Andre transitioned to the investment industry in 2000 with a focus on Financial Planning for individuals and businesses. Prior to joining SKRS in 2017, Andre spent 10 years in management with a Fortune 100 Financial Services firm. In 2017, he chose to follow his passion, serving clients on an individual level, which brought him to Sourjohn-Kim Retirement Solutions.

Andre enjoys helping his clients navigate through complex financial landscapes and guiding them in decision-making, specific to their individual financial needs and goals.

Originally from San Mateo, Andre moved to San Ramon in 2003 where he currently lives with his wife, Diane, and their two children, Ashley and Tyler.

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Timeline

  • Senior Financial Planner, Sourjohn-Kim

    Current role

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