ANDREW T. KERR
Financial Advisor
Owner
Andrew Kerr has extensive experience in professional finance. Going into his 18th year of business as CEO of the Kerr Companies he knows the complex financial needs of affluent families, and small business owners. Andrew has unusually perceptive judgement in analyzing the best way forward for clients of all walks of life, circumstances and affluency.
Financial Advisor / CEO
559-277-4772 ext. 1001
KERR WEALTH MANAGEMENT
Background
Andrew Kerr began his career in financial services working with institutional firms and national broker-dealers, including Cambridge Investment Research and Lincoln Securities Corporation. Over time, he grew increasingly disillusioned with the commission-driven culture that defined much of the traditional financial industry. Motivated by a strong commitment to objective, client-centered financial planning, Andrew founded Kerr Financial Planning Corporation in 2015 in Fresno, CA and manages north of $145,000,000 in client assets.
With a vision rooted in independence, transparency, and fee-based advice, Andrew is expanding his services and fiduciary platform to the greater Dayton, Ohio area with a concentration in retirement planning and portfolio investment management services.
Clients in the Dayton, Ohio region will have access to Andrew's knowledge, experience and solution-based approach that has his California clients for nearly two decades.
Outside of his professional endeavors, Andrew leads a rewarding life filled with a zest and passion for life with his family of four who help manage their winery and olive oil farms in California. Andrew is also a winemaker and professional viticulturist specializing in the growing and production of Bordeaux and Italian wines at their winery, Dorval Estate Winery.
Andrew’s dedication to living a balanced, intentional life—centered on family, creativity, and community—continues to inspire the mission and culture of Kerr Wealth.