Andrew Perez joined Petersen Hastings as an Associate Wealth Advisor in July of 2023. As an Associate Wealth Advisor at Petersen Hastings, Andrew will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. The firm's guiding cultural pillars, which encompass doing the right thing, putting our best foot forward, and being growth minded, closely align with Andrew's personal values. This alignment of values ultimately led him to Petersen Hastings.
Andrew was born and raised in Portland, OR. In 2023, he accomplished a significant milestone by graduating from Central Washington University with a Bachelor of Arts in Business Administration, specializing in Personal Financial Planning.
Andrew’s unwavering enthusiasm and dedication to empowering people with financial knowledge has been ingrained in him for as long as he can remember. He has a deep-rooted passion for guiding individuals towards financial education, no matter how intricate their circumstances may seem. Andrew strives to bridge the gap, ensuring everyone knows that there are avenues to seek assistance and gain a comprehensive understanding of their financial well-being.
Outside of Petersen Hastings, Andrew likes to spend his free time with family and friends. He also enjoys hiking, swimming, car cruises, and supporting his favorite professional sports teams, such as the San Francisco 49ers, San Antonio Spurs, and Mexican fútbol (soccer) club Chivas.
- Bachelor of Arts in Business Administration - Specialized in Personal Financial Planning
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