Andrew T Dunnigan

CIMA, Senior Vice President, Financial Advisor, Senior Investment Management Consultant

Contact Me
Andrew T Dunnigan

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Access to Private Banking >

Services Include

  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Cash Management
  • Corporate Pension Funds
  • Defined Contribution Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Trust Accounts
  • Wealth Management

Securities Agent: AZ, CA, CO, FL, GA, HI, ID, IL, MN, NJ, NV, NY, OR, SC, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1576041


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Education & Experience

Date

Experience & Education

1992-Present



1988-1992:
Morgan Stanley 
Senior Vice President
Financial Advisor
Sacramento & Folsom, CA

Pension Consultant
Chico, CA

2002






1989


1993







Certified Investment Management AnalystSM (CIMA®) 

The Wharton School University of Pennsylvania
Philadelphia, PA

Senior Investment Management Consultant (SIMC) 
Consulting Group School of Investment Management

Bachelor of Science in Finance
California State University, Chico, CA

Series 7- General Securities Representative
Series 63- Uniform State Exam
Series 65- Investment Advisory Agent 


Life, Long Term Care and Annuity Insurance Licensed


Community Involvement

Community Involvement

  • Investment Management Consultants Association
    Denver, CO
  • Associated General Contractors of California
    Sacramento, CA
  • Homes with Heart Foster Care Agency
    Past Treasurer
    Folsom, CA
  • El Dorado Hills Soccer Club
    Fundraiser
    El Dorado Hills, CA
  • U.C. Davis Children's Hospital
    Past Board Member
    Sacramento, CA
  • Transitional Living and Community Support
    Past Board Member
    Sacramento, CA
  • Oak Ridge Jr. Trojans Football
    Coach
    El Dorado Hills, CA

Client Service Team

Client Service Team

Erika Davis

Registered Client Service Associate


Tel: 916-984-3353
Fax: 916-984-3388
Email Me

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Andrew T Dunnigan today.

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