Hello.
My name is Andres Escobedo, a financial advisor dedicated to helping individuals and families build brighter financial futures. With a background in Finance from the Eller College of Management at the University of Arizona, and many years in the financial services industry, I bring a thoughtful and personalized approach to every client relationship.
I specialize in retirement planning, wealth-building strategies, and Medicare planning, helping clients make confident financial decisions and navigate the complexities of healthcare coverage. My goal is to simplify your financial journey with clear guidance and strategies tailored to your goals.
Based out of Arizona, I pride myself on delivering a personal touch because every financial plan should reflect the unique aspirations of the person behind it. My process is designed to provide clarity and results in three key steps:
Discovery – This is where we get to know each other. I’ll take time to understand your needs, concerns, and priorities, and you’ll get familiar with my approach and how I can help you achieve your goals.
Blueprint – In this phase, we’ll engage in thorough fact-finding to gather detailed information about your financial situation, goals, and aspirations. I’ll develop a tailored financial strategy that serves as a roadmap for your unique goals, ensuring every element aligns with your vision for the future.
Application – I’ll guide you through implementing your recommended strategy, providing ongoing support and monitoring progress. Together, we’ll celebrate milestones and adjust the plan as needed to keep you on track toward your goals, empowering you every step of the way.
Whether you're preparing for retirement, planning for healthcare, or building long-term wealth, I’m here to guide you every step of the way. Let’s connect and explore how I can help you achieve your financial goals.