Andrew Low, CEPA®, CTFA® is an experienced financial advisor specializing in assisting business and real estate owners with tax strategies prior to selling or exiting their ventures. Since 1999, Andrew has worked closely with privately held business owners to develop comprehensive financial roadmaps, both pre-sale and post-sale, aimed at maximizing their financial outcomes. Andrew holds a position as Senior Vice President in Wealth Management at UBS and has a history of leadership roles at firms such as BNY Mellon Wealth Management, Merrill Lynch, and Morgan Stanley. Currently, Andrew is pursuing a program in Business & Administration at UCLA.
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