Andrew Comstock, Cfa
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Andrew Comstock, Cfa Email & Phone Number

Principal—Wealth Advisor at Beyond Wealth at Beyond Wealth
Location: Overland Park, Kansas, United States 7 work roles 2 schools
1 work email found @beyond-wealth.com 3 phones found area 913 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@beyond-wealth.com
Direct phone (913) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Principal—Wealth Advisor at Beyond Wealth
Location
Overland Park, Kansas, United States
Company size

Who is Andrew Comstock, Cfa? Overview

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Quick answer

Andrew Comstock, Cfa is listed as Principal—Wealth Advisor at Beyond Wealth at Beyond Wealth, a company with 8 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at beyond-wealth.com, phone signal with area code 913, and a matched LinkedIn profile for Andrew Comstock, Cfa.

Andrew Comstock, Cfa previously worked as Principal—Wealth Advisor at Beyond Wealth and President & Chief Investment Officer at Castlebar Asset Management, Llc. Andrew Comstock, Cfa holds B.S.B.A., Finance from The University Of Tulsa.

Company email context

Email format at Beyond Wealth

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{first}@beyond-wealth.com
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AeroLeads found 1 current-domain work email signal for Andrew Comstock, Cfa. Compare company email patterns before reaching out.

Profile bio

About Andrew Comstock, Cfa

As the co-founder and lead portfolio manager at Beyond Wealth, I’m committed to helping clients put their money to work in reaching their goals. In fact, I left the world of institutional investment management so that I could help real people achieve real financial success—a decision I’ve found to be rewarding every single day of my career.Still, I draw on my experience from the institutional investment world to work on investment research and analyze investment portfolios on behalf of our clients at Beyond Wealth. My goal is to help you grow your wealth and use investment gains to reach your key milestones, like buying your dream house to having enough money to pay for your children’s education. Together with my Beyond Wealth co-founder, Brandy Branstetter, we put together a comprehensive financial plan to help you get on the path of saving and investing for the long term while focusing on living your best life today.

Listed skills include Portfolio Management, Equities, Investments, Asset Management, and 16 others.

Current workplace

Andrew Comstock, Cfa's current company

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Beyond Wealth
Beyond Wealth
Principal—Wealth Advisor at Beyond Wealth
overland park, kansas, united states
Employees
8
AeroLeads page
7 roles

Andrew Comstock, Cfa work experience

A career timeline built from the work history available for this profile.

Principal—Wealth Advisor

Current

Overland Park, KS

I am the co-founder and lead portfolio manager at Beyond Wealth, a fiduciary financial advisory firm focused on helping clients who are facing an increasingly complex financial situation and little time to manage it. Our clients are eager to simplify by working with professionals who can find the financial opportunities and pitfalls they might have missed.

Nov 2019 - Present

President & Chief Investment Officer

Castlebar Asset Management, Llc

Leawood, KS

I started Castlebar Asset Management, LLC because I wanted to work for you, not a corporation. My team and I help professionals and entrepreneurs enhance and refine existing retirement and investment plans. We’re especially interested in helping successful couples and families who are still a few decades away from retirement.You may just be hitting the.

Apr 2012 - Nov 2019

Portfolio Manager

Kansas City, Missouri Area

  • My time here was really valuable to my practice today, because it taught me how to handle big challenges in complicated situations. I was the manager for high net worth individuals around the world, working as a lead.
  • Developed the firm’s equity process to create a repeatable, disciplined investment approach to build both portfolios as well as analyze stocks.
  • Created and launched a Socially Responsible Investment product line, including the creation of a benchmark, security criteria test, and marketing material.
  • Researched and developed a commodity strategy for a hedge fund.. Show less
Sep 2006 - Sep 2012

Portfolio Manager

Alpine Atlantic Asset Management

Kansas City, Missouri Area

I managed money for high net worth indivduals and instutional clients around world. My primary focus was on global equities but I also worked on convertible bonds.

Jul 2004 - Aug 2006

Vice President, Portfolio Manager

Zürich Area, Switzerland

I was a portfolio manager on the international equity and convertible bond team. Also I was member of the investment committee.

Jun 2003 - Jul 2004

Convertible Bond Analyst

Von Ernst Performa

Zürich Area, Switzerland

Jun 2000 - Jun 2003
Team & coworkers

Colleagues at Beyond Wealth

Other employees you can reach at beyond-wealth.com. View company contacts for 8 employees →

2 education records

Andrew Comstock, Cfa education

B.S.B.A., Finance

Activities and Societies: Kappa Sigma, University Ambassadors, Financial Management Association

Education record

Blue Valley North High School
FAQ

Frequently asked questions about Andrew Comstock, Cfa

Quick answers generated from the profile data available on this page.

What company does Andrew Comstock, Cfa work for?

Andrew Comstock, Cfa works for Beyond Wealth.

What is Andrew Comstock, Cfa's role at Beyond Wealth?

Andrew Comstock, Cfa is listed as Principal—Wealth Advisor at Beyond Wealth at Beyond Wealth.

What is Andrew Comstock, Cfa's email address?

AeroLeads has found 1 work email signal at @beyond-wealth.com for Andrew Comstock, Cfa at Beyond Wealth.

What is Andrew Comstock, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 913 for Andrew Comstock, Cfa at Beyond Wealth.

Where is Andrew Comstock, Cfa based?

Andrew Comstock, Cfa is based in Overland Park, Kansas, United States while working with Beyond Wealth.

What companies has Andrew Comstock, Cfa worked for?

Andrew Comstock, Cfa has worked for Beyond Wealth, Castlebar Asset Management, Llc, Everest Asset Management, Alpine Atlantic Asset Management, and Bank Von Ernst.

Who are Andrew Comstock, Cfa's colleagues at Beyond Wealth?

Andrew Comstock, Cfa's colleagues at Beyond Wealth include Jermaine Campbell, Jesús Alberto, Brandy Branstetter, Cfp®, and Matthew Garcia.

How can I contact Andrew Comstock, Cfa?

You can use AeroLeads to view verified contact signals for Andrew Comstock, Cfa at Beyond Wealth, including work email, phone, and LinkedIn data when available.

What schools did Andrew Comstock, Cfa attend?

Andrew Comstock, Cfa holds B.S.B.A., Finance from The University Of Tulsa.

What skills is Andrew Comstock, Cfa known for?

Andrew Comstock, Cfa is listed with skills including Portfolio Management, Equities, Investments, Asset Management, Finance, Investment Advisory, Strategic Financial Planning, and Investment Management.

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