Andrew Lewis’s career began almost a decade ago in professional roles that vary from business development and high net worth account management to advisory roles and supervision in the financial services industry. Andrew has numerous licenses including his series 7, 66, 9 and series 10. Andrew is currently registered as a Financial Advisor at CUSO Financial Services in Fresno, Selma and Madera areas of California.
Andrew’s primary goal when working and helping his clients is to simplify their financial lives and to take mystery out of the future. He offers un-biased advice and offers customized personal solutions that include legacy planning, retirement planning, debt management, portfolio management and other facets of the financial planning umbrella. To increase awareness to the importance of financial planning, Andrew offers free educational workshops including lunch and learns and seminars.
When Andrew isn’t in the office, you can find him spending time with his wife and their young daughter, playing golf and basketball or learning new languages. He enjoys hiking through Yosemite and finding new places to enjoy his hobby of geology. He also loves spending time giving back. He works with community organizations such as Habitat for Humanity and others that promote health and wellness and better quality of life.