Andrew
Goyhenetche
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Andrew Goyhenetche is a financial advisor based in South San Francisco, California, working with United Planners' Financial Services Of America A Limited Partner. Andrew has previously held positions at Ameriprise Financial Services Inc, Esi Security, University Of Nevada, Peppermill Resort And Casino, University Of Nevada/Unemployed, Washoe County Republican, Ameriprise Confluence Wealth Management, Saleshood, United Planners Financial Services, and Andrew Goyhenetche Insurance Agent. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Andrew is part of United Planners' Financial Services Of America A Limited Partner, which operates out of South San Francisco, California. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
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
United Planners Financial Services
Saleshood
Andrew Goyhenetche Insurance Agent
Ameriprise Confluence Wealth Management
Ameriprise Financial Services Inc
University Of Nevada/Unemployed
Washoe County Republican
Peppermill Resort And Casino
Esi Security
University Of Nevada
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.
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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.
