Andrew Welzel
Director and Senior Wealth Advisor
Mariner Wealth Advisors
Andrew is a Director and Senior Wealth Advisor in Mariner’s El Segundo office. Andrew has over 20 years’ experience working with high net worth families and business owners in California and Arizona. As a Senior Wealth Advisor, Andrew’s primary role is to understand his clients’ objectives and bring to bear the broad-based resources available in-house at Mariner. The resources include: over 120 CPAs, who provide tax planning and filing of returns; estate planning attorneys and trust officers, who engage with clients on advanced estate planning strategies; a capital advisory team, providing certified business valuation and mergers and acquisitions advisory services; an internal investment team, including portfolio managers and a private investment team; and other internal resources. By tapping into these internal resources, Andrew is able to build customized strategies to address ongoing client needs across a wide range of areas.
Andrew received his MBA from the University of Chicago’s Graduate School of Business, and also earned a B.S. degree from Georgetown University.
