Who I Am
Andrew Gardanier is a Financial Advisor at Summit Global Private Wealth who specializes in helping technology professionals and executives manage the complexities of equity compensation. He provides advanced strategies around RSUs, stock options, and concentrated equity, while also guiding clients through pension and Social Security optimization. Andrew also works with healthcare professionals and public safety employees who face unique retirement planning challenges.
Specialization
I specialize in helping technology executives, engineers, and professionals with RSUs, stock options, and other forms of equity compensation, as well as individuals with public pension and Social Security benefits.
Hobbies
- 1) I serve as a trustee on a $5.6+ billion public pension fund.
- 2) I enjoy exploring new investment research and technology trends, especially in AI and private markets.
- 3) Weekend family trips, golf outings, and live music — my favorite way to unwind.
My Commitment
My commitment is to make the complex simple. From navigating vesting schedules and the tax implications of RSUs to coordinating multiple retirement income streams, I provide strategies that reduce risk, optimize taxes, and build lasting wealth. I serve as a fiduciary and take an education-first approach, ensuring clients understand and feel confident in every decision.
Favorite Books, Mottos, Quotes
“Clarity builds confidence — especially with your financial future.”
“Plan today so tomorrow takes care of itself.”
Other Info
Serving on a large pension board and seeing the challenges people face with retirement planning inspired me to bring that institutional knowledge to individuals and families. I wanted to help professionals — especially those with complex compensation like RSUs and pensions — make informed decisions and avoid costly mistakes.
Date Joined: 2/14/2024
State: California (CA)
