Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Associate
San Francisco
Client Advisory
André is an Associate based in the San Francisco office. She manages client administrative and operational activities for private and institutional clients. Providing support in all client-related activities and account administration, André helps streamline the client experience.
Before joining Cerity Partners, André worked as a Client Associate at B|O|S where she assisted Wealth Managers and Principals by maintaining client accounts, preparing investment portfolio reviews, and processing client asset transfers. Prior to joining B|O|S, she served as a Client Service Specialist at Whelan Financial and served in a similar role at Private Ocean.
Q:
What inspired you to pursue your career in financial management?
I was a recent Master’s graduate working at Papa John’s (having previously worked in the mall at Bath and Body Works with a Bachelor’s), and I was feeling down about having these degrees and still not getting jobs. I decided to go for a receptionist job at a family run financial advisory firm and was encouraged to learn all I could with them. Ultimately, this lead to where I am today!
What does the world need now more than anything?
Understanding and acceptance. We all need to take a step back and see that we aren’t that different from one another.
What differentiates Cerity Partners from other firms in our space?
Although we are nationwide, with multiple offices, we still have a personal boutique touch with our clients. It’s not lost on us that each person is unique and requires different ways of approaching their finances.
Partner & Market Leader
Partner
Partner & Practice Leader
Principal
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
