Andy Gitipityapon 

Andy Gitipityapon's illustrious career in wealth management began over 25 years ago when he laid the groundwork in the banking sector in 1997. His venture into the securities world began at Great Western Bank (GWB) in 1999, a firm that saw transformations through acquisitions by Washington Mutual and Chase Bank. Despite these changes, he retained a pivotal role, serving as Senior Vice President at each institution, exemplifying stability and leadership amidst industry shifts.

In 2009, a significant career move took him to Citigroup Global Markets. There, as a Senior Financial Advisor, Gitipityapon not only led a team but also personally managed a substantial portfolio of client assets. His journey continued as he transitioned to Western International Securities (WIS) based in Westlake Village, California, where he currently thrives as a wealth manager. Following WIS's integration into Atria Wealth Solutions and its subsequent acquisition by LPL Financial in September 2024, his role and responsibilities grew, reflecting his deepening expertise and commitment.

Expertise in Wealth Management

Andy's arsenal of financial skills is comprehensive, including retirement planning, insurance, wealth transfers, and sophisticated tax-free wealth solutions tailored for high-income earners. His adeptness with Deferred Sales Trusts (DSTs) and managed accounts allows him to provide nuanced advice that meets the complex needs of his clientele.

A-Pillar of Trust and Transparency

At the core of Andy Giti's professional philosophy is an unyielding commitment to integrity and transparency. Recognized for putting his client's interests first, he fulfills his fiduciary responsibilities with utmost sincerity. His approach involves clear communication about investment strategies and the rationale behind each decision, ensuring that his clients are well-informed and confident in their financial paths.

Commitment to Client-Centric Values

Andy's service transcends typical wealth management; he prioritizes a profound understanding of each client’s personal aspirations, fears, and values. This holistic approach is not merely about financial gains but about aligning financial strategies with personal dreams and life goals. Whether it's planning for retirement, securing family futures, or enabling philanthropic endeavors, he is dedicated to realizing the aspirations of those he serves.

Adaptive Strategies for Every Life Stage

Recognizing the dynamic nature of life, Gitipityapon is skilled in adapting investment portfolios to suit changing life circumstances, whether it's navigating the journey from employment to retirement or managing unexpected financial windfalls. His proactive approach ensures that his client's financial strategies remain robust and responsive to their evolving needs.

Diverse Wealth Management Services

Andy Giddy offers a broad spectrum of wealth management services, each tailored to the unique financial landscape of his clients. From asset allocation designed to balance risk and reward to estate planning and business succession planning, his services are comprehensive. His keen insight into market trends and investment opportunities enables him to craft portfolios that reflect the specific goals and risk profiles of his clients.

Tax Strategy and Efficiency

A significant component of Andy’s offerings includes sophisticated tax planning strategies aimed at minimizing tax liabilities and optimizing after-tax income. These strategies involve a thorough analysis of each client's tax situation, utilizing tax-advantaged investment vehicles, and planning for potential tax implications of financial transactions.

Educational Background and Accolades

Gitipityapon is a proud alumnus of California State University, Northridge, where he earned a Bachelor of Science in 1999. To enhance his credentials, he participated in an advanced sales program at Wharton’s School of Business during his tenure at Citibank. His career is decorated with numerous awards, including Leader Circle and President's Club honors during his time with Washington Mutual and Chase, recognizing his exceptional performance and leadership.

Personal Life and Community Engagement

Outside the confines of finance, he is deeply involved in his community, supporting organizations like the Boys & Girls Club and contributing to local school fundraisers and sports programs. He lives in the San Fernando Valley with his wife, Christina, where they enjoy exploring diverse cultures and cuisines. An avid cook, Andy delights in recreating the flavors experienced on their travels. Additionally, his passion for vintage cars allows him to indulge in the elegance and history of classic automotive design.

Andy Gitipityapon’s career is a testament to his dedication to excellence and ethical practice in wealth management. His comprehensive approach and unwavering integrity have not only earned him the trust and loyalty of his clients but have also established him as a leader in the financial services industry.