Andy Bacaylan, CFP®
Investment Advisor | Managing Partner
I started as a financial adviser with Prudential Securities in 1991. Until joining WI Investment Advisory Group, I’ve worked as an employee of large brokerage firms (wire houses). Over the past 25 years, I’ve helped my clients enjoy and endure the ups and downs of the financial markets.
The University of California at Santa Cruz drew me here in 1985 and I never left. I am hard pressed to think of anywhere else I would rather live. I am a proud parent of three children (into adulthood now). I do my best to do what I can for the community.
What’s Important to Andy? Enjoying nice meals with family and friends, woodworking, fishing and taking the dogs to the beach.
Client Services Manager
I began my career in the financial services industry in 2000. Before joining the group, I spent 16 years as a manager in the regional sales office of a temporary housing firm in San Jose. I am active in the Boy Scouts as a member of the board and the council training team. Our slogan is Every Scout Deserves a Trained Leader.
What’s Important to Carmen? Spending time with my family, camping with my husband, reading science fiction, and quilting.
Client Services Assistant
I began working in the financial services industry as a client associate four years ago. When joining the group, I came with 10 years of experience in customer service and management. I enjoy anything outdoors, cooking and sewing.
What’s Important to Sarah? My husband, time with family, and being an involved and present mom to my three daughters.