Andrew Head, Cfp®

Andrew Head, Cfp® Email and Phone Number

Associate Professor of Finance at Western Kentucky University @ Western Kentucky University
Andrew Head, Cfp®'s Location
Bowling Green Metropolitan Area, United States
Andrew Head, Cfp®'s Contact Details

Andrew Head, Cfp® work email

Andrew Head, Cfp® personal email

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About Andrew Head, Cfp®

Andrew J. A. Head, MAAE, CFP® brings nearly 20 years of financial services experience to his roles at Western Kentucky University. Originally joining the faculty of the Department of Finance in 2010 as Executive-in-Residence, he transitioned to Assistant Professor in 2015, and was promoted to Associate Professor, with tenure, in 2021. Andrew is the founding and current Director of the WKU Center for Financial Success, managing various financial literacy programs, including a peer-financial-counseling clinic that currently employs six students working as Financial Success Counselors. He is also the founding and current Faculty Advisor to the WKU Financial Planning Association™ Student Chapter. Professor Head currently teaches courses in Personal Finance, Income Tax Planning, Risk Management & Insurance Planning, and Financial Planning Practice Management. He served as the WKU (CFP® Board Registered) Financial Planning Program Director from 2011-2015, and remains actively involved in program design and leadership. Andrew is Managing Principal and a practicing financial planner with Journey Financial Management, LLC, a KY-registered RIA. Andrew has prior professional experience working in banking and trust in addition to extensive roles with wirehouse and independent advisory firms, both in the US and abroad.Andrew is the co-author of more than 15 chapters for the CFP® Board Financial Planning Competency Handbook, 1st, and 2nd editions, and has represented CFP® Board as a judge for the National Financial Planning Challenge competition at both the 2015 and 2016 FPA BE Conferences. Media inquiries and speaking requests can be directed to either andrew.head@wku.edu or 270-303-9564.

Andrew Head, Cfp®'s Current Company Details
Western Kentucky University

Western Kentucky University

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Associate Professor of Finance at Western Kentucky University
Andrew Head, Cfp® Work Experience Details
  • Western Kentucky University
    Associate Professor Of Finance
    Western Kentucky University Jul 2021 - Present
    Bowling Green, Kentucky, United States
  • Western Kentucky University
    Director, Wku Center For Financial Success
    Western Kentucky University Jul 2013 - Present
    Grise Hall 320
    The mission of the Center is to aid the University and regional community by sharing knowledge and expertise on a wide range of financial planning and literacy topics. The Center will aid constituents in becoming informed, financially independent and responsible members of society through an applied, multi-faceted approach utilizing faculty expertise and service, student involvement and engagement, as well as community and professional partnerships.
  • Western Kentucky University
    Wku Financial Planning Program
    Western Kentucky University Jul 2011 - Present
    Bowling Green, Ky
    Duties include co-management of the WKU Personal Financial Planning undergraduate and certificate programs, all of which are CFP® Board Registered Education Programs. Regular responsibilities are:• Curriculum design, evaluation and strategy• National program promotion• Student engagement and development• National and local employer relations• Internship relations and evaluation• Registration maintenance
  • Western Kentucky University
    Assistant Professor Of Finance
    Western Kentucky University Aug 2010 - Jul 2021
  • Western Kentucky University
    Director, Financial Success Initiative
    Western Kentucky University Jul 2011 - Jul 2013
    Wku Grise Hall 320
    The mission of the WKU FSI is to aid in the stewardship of the University and regional community by sharing knowledge and expertise on a wide range of financial planning and literacy topics. The FSI will aid constituents in becoming informed, financially independent and responsible members of society through an applied, multi-faceted approach utilizing faculty expertise and service, student involvement and engagement, as well as community and professional partnerships.
  • Journey Financial Management, Llc
    Managing Partner | Financial Planner
    Journey Financial Management, Llc Apr 2010 - Present
    Bowling Green, Ky
    Comprehensive financial planning and investment management.
  • Myers Investment Group, Inc.
    Senior Financial Planner
    Myers Investment Group, Inc. Aug 2007 - Mar 2010
    Greater Bowling Green Area
  • Argent Trust
    Vp Financial Advisor
    Argent Trust Dec 2006 - Aug 2007
    Jonesboro, Arkansas Area
  • Wachovia Securities
    Financial Advisor
    Wachovia Securities Mar 2004 - Dec 2006
    Bowling Green
  • Investment Planners, Inc. -- Ipi Wealth Management, Inc.
    Intern
    Investment Planners, Inc. -- Ipi Wealth Management, Inc. Aug 2001 - Dec 2003
    Bowling Green, Ky
  • Bb&T
    Bank Teller
    Bb&T May 2001 - Mar 2003
    Bowling Green, Ky
  • Pritchard Stockbrokers
    Intern
    Pritchard Stockbrokers May 1999 - Aug 1999

Andrew Head, Cfp® Skills

Public Speaking Management Teaching Strategic Financial Planning Microsoft Office Higher Education Strategic Planning Microsoft Excel Financial Planning Finance Budgets Customer Service Leadership Leadership Development Analysis Financial Analysis Data Analysis Research Social Media Investments Marketing Powerpoint Training Public Relations Business Planning Program Management Coaching Team Building Time Management Social Networking Event Planning Policy Strategy Retirement Planning Insurance Entrepreneurship Portfolio Management Organizational Development Microsoft Word Microsoft Powerpoint Team Leadership Community Outreach

Andrew Head, Cfp® Education Details

Frequently Asked Questions about Andrew Head, Cfp®

What company does Andrew Head, Cfp® work for?

Andrew Head, Cfp® works for Western Kentucky University

What is Andrew Head, Cfp®'s role at the current company?

Andrew Head, Cfp®'s current role is Associate Professor of Finance at Western Kentucky University.

What is Andrew Head, Cfp®'s email address?

Andrew Head, Cfp®'s email address is an****@****hoo.com

What is Andrew Head, Cfp®'s direct phone number?

Andrew Head, Cfp®'s direct phone number is (270) 745*****

What schools did Andrew Head, Cfp® attend?

Andrew Head, Cfp® attended Western Kentucky University, Western Kentucky University.

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Andrew Head, Cfp® has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare.

What skills is Andrew Head, Cfp® known for?

Andrew Head, Cfp® has skills like Public Speaking, Management, Teaching, Strategic Financial Planning, Microsoft Office, Higher Education, Strategic Planning, Microsoft Excel, Financial Planning, Finance, Budgets, Customer Service.

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