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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Vedder is a financial advisor with Ballast Point Financial Planning, LLC. Andrea is a Certified Financial Planner and holds the Series 65 license. Andrea has been in the financial services industry for over 10 years. Andrea's areas of specialization include financial planning, portfolio management for individuals, selection of other advisors and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/29/2023 - Present
Ballast Point Financial Planning, LLC (BURLINGAME CA)
IA
Issued 01/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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