Andrew Low, Cepa®, Ctfa® Email & Phone Number

Newport Beach, Ca

Work with clients and prospects to create a blueprint and investment plan to help clients save enough financial resources to fund retirement, lifestyle, charitable and wealth transfer goals. Collaborate with the client’s other legal and tax advisors to create a roadmap and an action plan to help business owners and other clients with liquidity events to reduce income and capital gains taxes by using advanced tax and trust strategies.I am a Certified Trust and Fiduciary (CTFA) and a Certified Exit Planning Advisor (CEPA).

Newport Beach, Ca

I specialize in working with privately held business owners who have sold or are in process of selling their businesses. I help them develop a roadmap pre-sale and post-sale towards maximizing their finances.

Seattle, Wa

I worked with high net worth clients that had greater than $5,000,000 in investments at Merrill Lynch to help minimize their exposure to taxes. I developed strategies and solutions to help families save on five types of taxes: gift, estate, GST, capital gain, and income taxes. I worked hand-in-hand with the family's other advisors to create a plan and roadmap to help the family grow their assets. I was responsible for 19 Merrill Lynch offices covering four states. I enjoyed speaking in front of groups of attorneys and CPAs on unique planning issues as well.

Seattle, Wa

Worked with attorneys and CPAs to determine the appropriate client solutions and bring in new clients to the firm. Helped determine the appropriate legal and trust structures for new clients.

Seattle, Wa

Worked with high-net worth clients to invest in diversified portfolios and established financial plans to save on income tax, capital gain tax, estate and gift tax and GST tax.

Tacoma, Wa

Developed and articulated the vision for the firm. We engaged in leadership development training for professional and business people to create breakthroughs.