Andy Bacaylan, CFP^®

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.