Andrew
Goyhenetche
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Andrew Goyhenetche is a financial advisor operating in South San Francisco, California. Goyhenetche works at United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Ameriprise Financial Services Inc, Granite Oaks Middle School And Rocklin Highschool, Rocklin Football Camp, University Of Nevada, Esi Security, Peppermill Resort And Casino, University Of Nevada/Unemployed, Washoe County Republican, Ameriprise Confluence Wealth Management, Saleshood and United Planners Financial Services. Goyhenetche holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. United Planners' Financial Services Of America A Limited Partner is a registered investment company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 advisors. It handles $6 billion in assets among its 50,361 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 83 charitable organizations. Of its 50,361 accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. United Planners' Financial Services Of America A Limited Partner offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on the type of financial services. However, fees billed by United Planners' Financial Services Of America A Limited Partner likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,085,656,351
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
567
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
50,361
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Goyhenetche Work History
Andrew has been registered as a financial advisor for 0 years.*
United Planners Financial Services
Saleshood
Ameriprise Confluence Wealth Management
Ameriprise Financial Services Inc
University Of Nevada/Unemployed
Washoe County Republican
Peppermill Resort And Casino
Esi Security
University Of Nevada
Rocklin Football Camp
University Of Nevada
Granite Oaks Middle School And Rocklin Highschool
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Goyhenetche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Matthews, NC
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Ferndale, WA
Scottsdale, AZ
Cypress, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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