Andy Bauer is a portfolio manager with more than 30 years of experience in the financial services industry. Following in his mother’s footsteps, he has built a career around the belief that great financial guidance starts with a genuine personal connection. Before joining Trajan Wealth, Andy began as a registered representative helping State of Connecticut employees plan for retirement, and over time grew those relationships into a full advisory practice. What he values most in his work is the opportunity to earn a client’s trust and build a relationship that carries across generations.
Andy grew up in New England and earned his degree from the University of Colorado, Boulder. After college he spent time in San Diego before heading East to build his career. He recently returned to Southern California and is eager to bring that depth of experience to his clients at Trajan Wealth. When he is not working, Andy is most likely on a mountain bike trail, on the ski slopes, or underwater with a scuba tank.
Andy's Hometown
Longmeadow, MA
Favorite Food
Spicy Mexican food
Favorite Hobbies
Mountain biking, skiing, and scuba
Quote
“Far better it is to dare mighty things, to win glorious triumphs, even though checkered by failure, than to rank with those poor spirits who neither enjoy much nor suffer much, because they live in the gray twilight that knows neither victory nor defeat.”~ Theodore Roosevelt
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