Andy Mardock (CFP®, MBA)
Andy Mardock focuses in the
following client markets or areas of practice:
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Socially Responsible Investments
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Socially Responsible Investments
Additional Information
Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner for nearly 10 years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and has a Bachelor of Arts from the University of Oregon.
An adoring father and husband himself, Andy can relate to the ups and downs as well as triumphs and challenges that modern families experience today. In working with Andy, clients benefit from talking with someone who ‘gets it’ because they’re living it. When not helping clients make the most of their finances, Andy and his wife Jessica can be found cherishing their one-year-old daughter, spending time out in the Bend, OR community, and chasing outdoor adventures on the hiking, biking, and skiing trails of Central Oregon.
NAPFA Start Date
February 11, 2019
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