Contact me for: Wealth Management and Retirement Planning
Andrew Carrillo is the President and CEO of Barnett Capital Advisors. He began his career at a Fortune 500 company but decided to depart from the firm because he realized how much being an Independent Financial Advisor could benefit his current and future clients. Throughout his career, Andrew has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve. As a CFP designee and Investment Adviser, Andrew is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing that his client’s best interests are his as well. His clients are primarily high net worth baby-boomers, families, retirees, pre-retirees, and business owners.
He completed his undergraduate of Florida State University with a Bachelor’s Degree in International Affairs with a focus in Finance. He has also completed the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 18 years and currently lives in Miami.
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