Andrew Jensen

Andrew Jensen is a Senior Wealth Advisor and an Investment Committee member with WFA San Diego. He is focused on simplifying his high-net-worth client’s lives by providing the highest level of wealth management service possible, while always striving for their optimal financial outcomes.

Andrew has spent nearly two decades in investment management and financial services with a broad skill set and knowledge base covering a variety of asset classes and investment strategies. His experience includes managing a portfolio within a long/short equity hedge fund, as Senior Vice President with a commercial real estate investment bank, and as Senior Vice President of a Private Equity and Hedge Fund Investment Platform where he participated in over 60 institutional quality Venture Capital, Private Equity and Hedge Funds.

Andrew has over a decade of experience with investing in a variety of Private Alternative investment funds, including Private Equity, Private Credit, Real Estate and Hedge Funds. He has a thorough understanding of how these strategies can complement and enhance traditional investment portfolios, and he holds the Chartered Alternative Investment Analyst designation. Additionally, Andrew has an in-depth knowledge of low-cost, sophisticated insurance products which can be utilized to minimize the tax implications of actively managed and dynamic investment strategies for higher net worth clients.

In addition to providing exceptional client service as a wealth manager, Andrew is also focused on growing the WFA practice through forming relationships with collaborative partners, such as Estate planning, CPA and Investment Banking professionals. He is also active in recruiting wealth advisors to join WFA San Diego who are attracted to the comprehensive nature of our open architecture, fee-only and fiduciary based Wealth Program and seeking a scalable platform to grow their businesses.

Andrew resides in South Orange County with his wife Kristi and their 4 young children. He graduated from Loyola Marymount University on a men’s water polo scholarship where he majored in English with a Business Minor. While at LMU he was a significant contributor to the Lions nationally ranked men’s water polo program as team captain his final two seasons, playing the utility and two meters positions. Andrew is an active swimmer, surfer, skier, and outdoorsman. In his spare time, you can find him out in the ocean teaching his kids to surf, building sandcastles with them on the beach, coaching their youth sports teams or out on a family adventure.