Andrew Hoang, CFP®, CDFA

Director of Financial Planning @ Beacon Pointe

About

Andrew Hoang, CFP®, CDFA, is the Director of Financial Planning at Beacon Pointe Advisors and 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.

Country

United States

City

Newport Beach

Industry

Financial Services

Skill

Analyzing data and providing expertise on the financial issues of divorce, Financial Planning, Retirement Planning, Tax Planning, Training & Development, Interpersonal Communication, Banking, Customer Service, Credit, Finance, Financial Analysis, Loans, Sales, Leadership, Microsoft Office, Risk Management, Payroll Processing

Experience

Director of Financial Planning

Beacon Pointe

2025-4 - Present · 1 yr 6 mos

Senior Financial Planner

Beacon Pointe

2023-4 - 2025-3 · 2 yrs

Financial Planner

Beacon Pointe

2021-3 - 2023-3 · 2 yrs 1 mo

Newport Beach, California, United States

Business Banking Specialist

Wells Fargo

2016-6 - 2021-3 · 4 yrs 10 mos

Newport Beach, CA

Expert on small business banking products & services which include but are not limited to deposit accounts, business loans, merchant services, payroll services, and retirement plans. Giving customized advice and solutions to small business owners which allow for further growth and success in their business.

Licensed Personal Banker

Wells Fargo

2015-5 - 2021-3 · 5 yrs 11 mos

Create relationships with affluent clientele and communicate competently with them regarding their banking, investment, and retirement needs. Identify investment needs and leveraging partnerships. Provide solutions for complex banking issues which include trusts, estates, lending, retirement accounts, and brokerage services.