Andrew Marshall

Personal Finance, Retirement, Investing
“Andrew Marshall is dedicated to serving individuals and families who are looking for honest financial advice.”

Andrew Marshall Financial, LLC

Job Title:



With an early love of finance and years of personal investment experience and success, it was while working for a biotech company that Andrew Marshall expanded his interests into retirement plans and more complex personal finance concepts. While searching for good financial advice, he realized how difficult it was to obtain correct, unbiased information and how others must be in a similar situation. This discovery, and the passion to provide effective and trustworthy financial advice, was the driving force behind starting Andrew Marshall Financial, LLC.

Andrew's research into the best places to work in financial services led him to join the Garrett Planning Network. He fully supports its mission of making competent, objective financial advice accessible. Andrew has completed the certificate program at the University of California, Irvine in Personal Financial Planning and has passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam. He started his own Registered Investment Adviser firm in the State of California, Andrew Marshall Financial, LLC., so he can be fully independent and give his clients uncompromised advice.

Andrew Marshall attended the University of Kansas on a swimming scholarship, earning a Bachelor’s degree in Cell Biology and a Master’s degree in Molecular Genetics.  He has lived in Leucadia, California for nearly twenty years.

Andrew is a financial planner who loves working closely with people to develop personalized solutions in order to meet their financial goals and truly make a difference in their lives.  Coming from a scientific background has enhanced his financial skills, teaching him the value of scientific proof and how to review evidence before drawing conclusions.  Andrew Marshall has the drive of a former competitive athlete, the smarts of a molecular geneticist and the passion to help others, making him the ideal financial planner for you and your future.


MA, Molecular Genetics, University of Kansas

Assets Under Management:

$1 million

CRD Number:


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February 2017
    Personal Finance, Retirement Savings
September 2017

All Answers
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I want to invest in equities, but I don't have much money. Is there a minimum number of shares I must buy?
78% of people found this answer helpful

There are some companies trying to make the financial services industry easier and more cost efficient for customers to use. They are called "FinTech" companies and one of those companies that does stock trading without commissions is called Robinhood. There is a Robinhood app, and you and can learn more about them on their website.

With Robinhood, you can buy and sell stocks without paying the $7 - $10 commissions charged by other brokers. They have no account minimums to open an account. You can purchase as little as one share of a company. It is designed as an easy way to get started with investing.

February 2017
    Asset Allocation, ETFs
What percentage of my portfolio should comprise of Inverse ETFs?
57% of people found this answer helpful
May 2017
    Retirement, Retirement Plans
When will I be able to retire comfortably?
50% of people found this answer helpful
4 weeks ago
    Personal Finance
When I end my HSA account, is there a way to keep the money I have in it?
50% of people found this answer helpful
September 2017
    Investing, Choosing an Advisor, Starting Out
Should I hire a financial advisor or a broker to begin investing?
33% of people found this answer helpful
February 2017