Andrew McVay (CFP®, EA, MBA)

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

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Special Needs Planning

Planning Specialties

Avalon Financial Advisors provides comprehensive financial planning and investment management services to individuals, families and businesses on a fee only basis.  Our specialities include:

  • Retirement planning & strategy including Social Security
  • Portfolio selection for both individuals and 401(k) plans
  • Executive compensation (stock option & deferred comp) planning & strategy
  • Financial consulting for businesses
  • Special needs planning & strategy

 

 

Additional Information

With over 20 years of corporate finance experience, our founder, Andy McVay, puts his financial knowledge and experience to work for you.

As a fee only financial planning firm, our client's interest comes first.  Our focus and purpose is to deliver clear value to our clients through thoughtful analysis and sound advice.  

Please contact us to arrange for a free no obligation consultation to discuss your financial situation and how we can be of service.

NAPFA Start Date

July 03, 2008

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This Office

23282 Mill Creek Dr Ste 330-E Laguna Hills, CA 92653-1658 Phone: 949.305.5565 Fax: 949.600.7984