Andrew Fisher, CFA, CPA

Andrew Fisher, CFA, CPA
President & Chief Investment Officer

With his exceptional qualifications and fervor for investing, Andrew Fisher enjoys helping clients find creative solutions to complex financial problems. Beyond having the right answers, he knows the importance of identifying the most critical questions. And because his clients and their families are always top-of-mind, Andrew made it his highest priority to build a team of experts who stand behind the value of a personalized advising approach.

Andrew frequently writes and speaks to the unique financial complexities of personal financial planning and investing for cross-border families, particularly when an individual is a tax resident of the United States. He is the president and founder of Worldview Wealth Advisors, an independent wealth management firm advising globally oriented families – both Americans living abroad and foreign citizens living in the U.S. In addition to leading the investment team, Andrew serves as senior client advisor. In this role, he assists families with their complex, multinational affairs, seeking to optimize wealth located in multiple countries.

Prior to founding Worldview, Andrew was an international stock research analyst for Montgomery Asset Management in San Francisco. Previously, he worked in international research at Donaldson, Lufkin & Jenrette (now Credit Suisse) and HSBC Securities, both in New York City. He began his career with PriceWaterhouseCoopers in Los Angeles.

Andrew graduated cum laude from Cal Poly University, San Luis Obispo, with a degree in Finance and a minor in Spanish. He also completed a year of study at the University of Madrid in Spain. He holds CFA and CPA credentials, and is actively involved with FPA and STEP organizations.

When out of the office, Andrew can be found enjoying the San Francisco Bay Area with his wife and three children.