David Andrews, CFP®, CIMA®

David is a Financial Planner at Heritage. He conducts and supports client review meetings and all aspects of financial planning and client service. 

Prior to joining Heritage, David served within the financial services industry for several commercial and regional financial institutions, including Advantis CU, Point Loma CU, and Use CU.  His experience includes significant work in management and team leadership, mortgage and consumer lending, relationship management, and operational controls.

David has a bachelor’s degree from the University of Oregon and has completed Executive Education Programs in financial planning and investment management at both San Diego State University and the University of Chicago. He is a CERTIFIED FINANCIAL PLANNER ™ professional, a Certified Investment Management Analyst®, and holds his Series 65 license.