PROFESSIONAL PROFILE
Andrew L. Kopjak is a Financial Advisor with the Global Wealth Management Group in Laguna Hills, California.
Andrew has a commitment to developing strong ongoing relationships with each client and provides financial guidance as life situations change. He assists a select group of affluent clients in investment management, estate and wealth transfer planning. Through his planning based approach, Andrew develops personalized, strategic solutions to address the unique needs of his clients. Together with his team of specialists, Andrew offers clients a comprehensive range of services, including: professional portfolio management, stock option analysis, retirement planning, hedging and monetization of concentrated equity positions; life insurance analysis and funding, and a full complement of wealth preservation and transfer services.
Andrew graduated from California State University, Fullerton where he earned a B.A degree in Communication. Before joining Merrill Lynch’s Global Wealth Management Group in 2007, Andrew worked in consulting with a wide variety of clients in the entertainment industry. He is Series 7 and 66 registered and holds life/health insurance licenses. Being a Southern California native, Andrew spends his free time surfing and is actively involved with the Cystic Fibrosis Foundation and Surfrider Foundation.