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Andrew  Paz, CFP®, CSSCS®

Andrew Paz, CFP®, CSSCS®

Financial Planner

Andrew is in the minority as a lover of math, and is grateful for a career in problem solving to serve those around him. Coming from a family of educators gave him a first handfirsthand look into the struggle of finding the time and resources to prepare for one’s financial future. 

Andrew was born and raised in Sugar Land, Texas, and graduated from Trinity University here in San Antonio with a Bachelor’s degree in Business Administration and a concentration in Marketing.

He has received his SIE, Series 65, and Series 7 securities registrations, as well as a Texas Life and Health Insurance license. Andrew’s approach is based in the belief that financial literacy enables you to accomplish your most valued goals. Beyond budgeting, Andrew aims to maximize every dollar you earn. 

When not focusing on helping improve the lives of clients, you can find him at the dog park with his German Shepherd, Archer.

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