Andrew Gray (CFP®, CRPC®)

Andrew Gray focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

September 20, 2022

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This Office

63415 Saddleback Place Bend, OR 97703 Phone: (210) 882-2940