Get to know Andrew Anable
Investment Advisor Representative
Andrew Anable has been helping families with their estate, financial and retirement needs for over 20 years. He is an Investment Advisor Representative holding a Series 65 license, as well as life-only and accident and health licenses in California (#0B85707). This allows him to provide a wide variety of retirement and estate planning strategies.
Andrew received a Bachelor of Science from UC Santa Barbara in 1990 before beginning his career as a financial planner. After several years in the industry, Andrew saw that the large financial firms were limited in the personal assistance they were offering to families. Believing clients’ needs should come first, Andrew has collaborated closely with Safeguard since 2006. Being a part of the Safeguard team allows Andrew to offer a holistic approach and the guidance his clients and their families deserve.
Andrew is a devoted family man. He and his wife, Kathy, have been together for over 30 years and have two children. When Andrew isn’t working, you can find him on his mountain bike, paddleboarding at the beach or camping with his family.
Andrew feels his primary responsibility is to have a very thorough and complete understanding of what the client is looking to achieve personally and financially. This personal approach helps ensure that his clients’ financial plans are sound and on track to meet their goals and objectives. It is Andrew’s philosophy to always act on behalf of what is best for his clients.
Andrew is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).
Safeguard Investment Advisory Group – Santa Barbara
1522 Olive Street
Santa Barbara, CA 93101