Andrew Fisher is widely regarded as a leading wealth advisor to cross-border families. He frequently writes and speaks to the unique financial planning and investment complexities faced by international families, particularly when an individual is a tax resident of the United States. With a broad base of experience in international investing, taxation and wealth planning, Andrew enjoys helping clients find creative solutions to complex financial problems.
Andrew 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, which is often 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.