We provide financial clarity in an uncertain world.
Get to know our dedicated team
Andrew has built a team of expert professionals that take pride in build trusting relationships with clients and are committed to providing the best client experience. Through our network and wide array of specialists, our team has over 50 years of combined experience identifying and executing on all aspects of our clients personal and business needs to create a solid and personalized financial plan. We aim to help our clients achieve their goals, legacy, and generational wealth.
Andrew Atakpo
Financial Advisor
As a Financial Advisor, my main goal is to help educate those I work with to understand the importance of Financial Literacy and Financial Planning in their everyday lives! I am a passionate, people person, and want the best for my clients and their families.
My team and I focus on helping our clients with tax-efficient strategies, as well as protect their downside through proper insurance planning. We believe in diversified investment and retirement planning as well. We focus on creating a comprehensive financial plan for all of our clients, one that they can follow and feel confident about. We have a wonderful clientele here locally in the Southern California area, as well as an ever-growing national practice with clients from coast to coast.
Brittney Atakpo
Director of Business Strategy and Practice Management
Brittney comes with over seven years of human resources, employee benefits and small business marketing experience. She loves helping advance women and supporting women in business. Brittney received her Bachelor of Arts in Communication from California State University San Marcos, where she played collegiate softball.
When she's not sharpening her skills in the world of finance, she loves photography, travelling, real estate investing, reading, attending Tony Robbins personal development seminars, trying new food restaurants, and spending time with her friends and family.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
