Andrew Hoang, CDFA®, CFP®
Director of Financial Planning

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Andrew is responsible for leading the firm’s financial planning and tax planning services as well as helping private clients determine and meet their financial and tax planning goals. Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, the Certified Divorce Financial Analyst® (CDFA®) designation, and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, traveling abroad, and various outdoor activities. He currently resides in Rancho Santa Margarita, CA with his wife and two children.