Andrew Manna

Andrew Manna


In a world where people can easily become overwhelmed with the complexities of their financial situation, Andrew decided to pursue a career in financial planning to help clients obtain a clearer path to a fruitful financial future.

Andrew works closely with families and individuals, building them comprehensive financial plans based on their financial goals and aspirations.

Andrew graduated from San Diego State University with a degree in Financial Services and joined Concurrent Investment Advisors shortly after.

Andrew holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Tax Specialist™ and Certified Estate and Trust Specialist™ designations as well as the Series 7 and Series 63 designations.

Andrew loves nothing more then spending time with his friends and family. When not working with clients, Andrew enjoys playing golf, cooking, and watching his beloved New York Mets.