Andrew Redlick, CFP®
Soar with sound investments.
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Investment Growth Management
Andrew Redlick, CFP®
Clayton, CA
Serving Clients Nationwide
Soar with sound investments.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Andrew Redlick. I'm an Investment Adviser specializing in retirement plans for small businesses and individual or family financial planning/investment management. With my eight-plus years of experience in financial planning and wealth management, I am passionate about building relationships and bringing solutions that are in the best interests for my clients.Whether it's helping small business improve their retirement plans with lower costs and better investments or helping individuals and families work to and through their retirement process, I am seeking to continually add value through an independent non-objective viewpoint with a fiduciary duty.
➕ Andrew Redlick Bio
Andrew received his BS in Business Administration with a concentration in Finance and a minor in Economics from Sonoma State University. Shortly after graduation, Andrew joined in business with his father, Mike, and has been working with IGM full time since August 2013.
Andrew developed an interest in investment management since he opened his own IRA at age 18. Throughout college his interest further grew into a desire to have a career in finance. After some interviews with large US Broker/Dealers, and learning about the structure of the finance industry Andrew decided that the business structure of a fee-only Registered Investment Adviser was the best way to serve future clients and was the direction that he wanted to take.
Andrew holds the CERTIFIED FINANCIAL PLANNER (TM) designation, which is a graduate-level designation, and for more than 30 years has been the national standard of excellence in financial planning.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- The AGC
Primary Location
320 Chardonnay Circle Clayton, CA 94517
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Our Mission: To provide knowledgeable, un-biased investment advice and direct management, with integrity and a purpose to place our clients’ interests above all else.CORE VALUES:
✔️ Honesty
✔️ Accuracy
✔️ Integrity
✔️ Promptness to advise clients on severe market conditions and security losses
✔️ Avoidance of conflicts of interest
BEYOND INVESTMENT MANAGEMENT
IGM offers services that reach beyond the scope of investment management. We strongly believe in the ability for an individual or family to see their entire financial "picture". This "picture" consists of all assets, investments, monthly cash flow, and future goals clearly laid out. When the picture is clear and accurate, then the path to reaching your goals and financial confidence is achieved.
IGM is a Registered Investment Adviser in the state of California, serving clients since 1990 as an independent investment advisory company.
Education
Sonoma State University, Bachelor of Science (BS), Business Administration Concentration in Finance, Minor in Economics
Badges
Hobbies and Interests
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
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