Andrew Ish (CFA, CFP®, CPA)
Andrew Ish focuses in the
following client markets or areas of practice:
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Non-Profit Involvement:
- Financial Literacy Educator / Associate Board Member - Economic Awareness Council
- Board Member - Buckets for Hunger
- Basketball Coach - Special Olympics
Hobbies:
Outside of the office, I find joy in maintaining an active lifestyle, engaging in activities such as biking, indoor rock climbing, skiing, and playing basketball. I am also an avid supporter of our hometown sports teams, particularly the Bucks, Packers, and Brewers. I always look forward to cheering our teams on and sharing the excitement with fellow fans.
Traveling is a passion of mine, whether it involves enjoying lakes in Northern Wisconsin, biking and camping our state parks, hiking National Parks, traveling abroad, and experiencing the awe of art museums. During the Covid pandemic, I even discovered a renewed interest in painting and drawing. I'm always eager to hear about others' recent travel adventures and share stories of my own.
NAPFA Start Date
September 07, 2023
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