Andrew Chavez
Financial Services Professional
Andrew Chavez is a Financial Professional at True Path Financial, one of the leading financial services organizations in Orange County. His early career in finance paved the way for him to transition into a role where he now helps individuals, families, and businesses achieve their financial, life and business goals.
Andrew’s experience in the banking industry combined with his outgoing personality and unparalleled work ethic have allowed him to build a strong, well-rounded financial planning practice. In his time at True Path, he has achieved President’s Club status within the first 4 months of joining the firm and years following*. Prior to his time at True Path, his accomplishments as an Advisor at Capstone Partners were recognized on multiple levels as he achieved Rising Leaders, Grand Slam and Top 1% of First Year Advisors.
In addition to the impact he makes on his clients lives, Andrew enjoys spending his time with his family and friends, playing golf, and spending time with his lovely girlfriend Jacklyn.
Andrew Chavez is insurance licensed in the following states: California License# 0M02992.
*Membership based on sales criteria.