Andrew E. Carrillo
CFP®, AWMA®, CRPC® CERTIFIED FINANCIAL PLANNER™ professional
Andrew Carrillo is the President and Founder of Barnett Capital Advisors. He began his career at a Fortune 500 firm but decided to depart when he realized how much being an Independent Financial Advisor could benefit his current and future clients.
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.
Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees,and Institutions.
When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.
- Bachelors Degree Finance/International Affairs Florida State University
- Wharton School of Business Portfolio Management & Investment Strategies Program
- Certified Financial Planner™ (CFP®)
- Accredited Wealth Management AdvisorSM (AWMA®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- FINRA Series 66 Investment Advisor License
- Dave Ramsey Endorsed Local Provider/ SmartVestor Pro
To view Andrew's CFP® profile click here