Andrew Ferrette, CFP®, MSBA
With over ten years in financial services, Andrew brings an extensive level of industry experience, attention to detail, and financial planning acumen to the team. He excels in client-focused roles and brings a wealth of knowledge and enthusiasm to the firm.
His goal is to enhance the client’s experience through proactive communication, timely execution and follow-up, and workflow efficiencies. Andrew is an integral member of the Superior Planning team, often working directly with family decision makers, and their other professional service team members. He monitors and manages office systems and ensures the completion of all family office service issues.
Andrew holds a Bachelor of Arts in Economics degree from Sonoma State University, is a CFP® Certificant, and earned A Master’s degree in Tax and Financial Planning from San Diego State University. Prior to joining Superior Planning, Inc., Andrew worked for Charles Schwab & Co., Inc. and TD Ameritrade Institutional.
He played four years of lacrosse at Sonoma State University, serving as team captain and president.
Andrew, a native of San Diego and avid sports fan, currently lives in Mission Valley with his wife and son.