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.
Investment Advisor | Senior Partner
Since 1994, I’ve been working closely with clients by counseling them on their financial choices and decisions. I believe that good financial decisions along the path can free up more time and resources for my clients to do the things that are truly meaningful for them and their families.
I enjoy helping clients target and customize their retirement income stream. My favorite financial planning saying is “It’s not what you make, but what you keep.” I would say my financial planning niche would be helping protect the clients’ liability side of the balance sheet. In other words, how to plan and protect against premature disability, an on-going chronic health care event, or even an unforeseen death.
I have 25 years’ experience in the financial services industry. I hold the FINRA Seris 7, 9, and 10 securities registrations. I have a BS from the University of California (UC) Davis, and an MS from UC Santa Cruz.
What’s Important to Frank? Helping friends discover new life rebalancing tools in our 24/7 connected society, via rediscovery of self. I love introducing people to yoga, sensory deprivation (i.e. float tank), and time in the mountains or desert.
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.