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Andrew Pratt, CFA, CBDA

Andrew Pratt, CFA, CBDA, joined Wiser Wealth in 2023 and serves as the firm’s Investment Manager. In this role, he is responsible for managing and analyzing client’s investment portfolios, conducting research, and providing investment recommendations. Andrew also leads the firm’s Investment Committee and is an integral part of Wiser Wealth’s Financial Planning Committee. He has over 12 years of experience working in an independent RIA firm’s investment department as an investment research analyst. During this time, he primarily focused on analyzing public market securities, but also gained extensive experience in analyzing client portfolios, asset allocation, and researching other public and private asset classes.