Andrew M. Jensen, CAIA

Andrew Jensen is a skilled wealth manager at Zermatt Wealth Partners with a focus on optimizing clients' wealth and simplifying the complexities associated with wealth accumulation. He operates as a fiduciary, taking a top-down approach to formulate long-term wealth strategies for clients.

Andrew's wealth management process involves designing comprehensive financial plans to identify clients' short and long-term needs and goals, leading to customized investment portfolios. He collaborates with experts in estate planning, accounting, investment banking, and insurance to harmonize clients' financial situations and mitigate risks.

Zermatt Wealth Partners, where Andrew serves as a Senior Wealth Advisor and Director of Alternative Investments, offers traditional portfolio management along with Private Alternative Investment Funds like Private Equity, Venture Capital, Private Credit, and Hedge Funds. Andrew is dedicated to expanding the practice by forming partnerships with professionals in estate planning, CPA, and Investment Banking and recruiting wealth advisors who value ZWP's comprehensive, fee-only, and fiduciary-based Wealth Program.

Andrew Jensen's professional journey includes roles such as Senior Wealth Advisor at WFA San Diego, Senior Vice President at Crystal Capital Partners, LLC, Principal at an Independent Placement Agent, VP of Commercial RE Lending at MetroGroup Realty Finance, and Associate Portfolio Manager at KL Financial Group. He holds a BA in English from Loyola Marymount University.