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Andrew Caples, CFP®

Senior Associate

Baltimore

Client Advisory

Biography

Andrew is a Senior Associate in the Maryland office. He is a member of the Portfolio Management team, providing strategic investment management and financial planning to clients.

Prior to joining Cerity Partners, Andrew built his professional foundation in wealth management at Goldman Sachs, serving as an Analyst in the firm’s Personal Financial Management division. There, he developed deep experience in investment strategy and comprehensive financial planning for high-net-worth individuals and nonprofit organizations.

Following the transition of his Goldman Sachs office to United Capital Financial Advisors, he continued to expand his advisory responsibilities.

Learn more about my practice.

Education

  • B.S. in Business Administration from the University of Richmond Robins School of Business

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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