Andrew Wasa
Chief Executive Officer at Focus Investment Advisors
Based in Rancho Santa Fe, United States
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Seniority
C-Team
Department
General Business & Management
Location
Rancho Santa Fe
Industry
Financial Services
Company size
2
Contact information
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a•••••••@focusinvestment.com
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Background
About Andrew Wasa
Focus Investment Advisors (FIA) was founded in 1994 by partners Andrew Y. Wasa and Henry J Ferry Jr. FIA’s concern is knowing our clients, providing for their welfare and helping them work towards financial success. We provide a high level of service to help clients address their investment needs and desires. Our belief is that a long term relationship mindset and education are desirable and most beneficial to the client. We work closely with our clients to establish a high level of understanding while utilizing education and full disclosure. FIA is a full service investment advisory firm specializing in Taft- Hartley plans, government and civil service/ union employee benefits, retirement planning and investment consulting. Focus Investment Advisors provides comprehensive retirement planning and financial planning strategies for the private sector as well as government/ civil service employees and unions. Our background as a firm is, Investment Consulting on both the individual participant and plan trustee level for employee benefit plans. Our goal is to be a comprehensive resource to plan participants and build a trusted advisor relationship with employees and plan trustees. We pride ourselves on providing investment education as well as planning to adress the needs of each individual. We are an independent firm offering no in house “products”, which leaves the opportunity to be completely unbiased and provide simply what is best for the client to address their specific needs. We are able to provide Investment advice, insurance, college planning, contingency planning (estate planning), retirement benefit selection, managed money and retirement income strategies. Our staff is series 6 or series 7 registered through LPL Financial and are registered investment advisors with the SEC. We at Focus Investment Advisors have 25 plus years of experience in assisting clients in making the right choices.
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