Andrew Eakin, Planning Associate
Andrew serves as the Planning Associate for Legacy Capital Group California. Andrew brings a unique background with institutional investment experience as an OTC Market Maker and Associate Sales Trader as well as retail investment and planning experience as an Investment Specialist. As part of the Plan Design Team, Andrew focuses on establishing and managing key client relationships and creating and implementing plans that assist clients’ in reaching their financial goals.
Andrew is dedicated to delivering client focused financial services, with emphasis placed on developing a financial plan specifically tailored to a client’s needs. Andrew understands that listening is the most important aspect to developing a solid relationship with our clients. Andrew also stresses that clients have a thorough understanding of capital markets history and that the proper expectations are set when the investment program is implemented.
Born: Ohio.
Moved to California: 1998.
Favorite Food: Sushi.
Favorite Sports Team: Denver Broncos.
Activities & Interests: Triathlons, surfing and spending time with my family.
Something you may not know about Andrew:
Andrew wears size 15 shoe.
andrew@legacycapitalgroup.com















