Andy Bacaylan, CFP®

Andy began his career as a financial advisor with Prudential Securities in 1991. Since then, he has focused on understanding what clients truly want their money to accomplish — and building plans and portfolios that reflect those goals. That long-term, relationship-driven approach has allowed him to serve not just his original clients, but their children and the next generation of their families as well.

After 25 years with some of the largest national brokerage firms in the industry, he established his own independent practice — built on the freedom to give honest, unconflicted advice without a corporate agenda.

He has called Santa Cruz home since his college days, where he raised a family and built deep roots in the community.

Outside of work, he enjoys woodworking, fishing, and getting out of his cold plunge.

What’s important to Andy? Time spent with interesting people, especially his adult children and those that surround them.