Andy Gitipityapon Male • United States of America
This year marks a notable milestone for Andy Gitipityapon, who celebrates 25 years as a licensed securities professional. His journey in finance began in 1997 in banking and transitioned to the securities domain with Great Western Bank in 1999. His career trajectory continued through acquisitions by Washington Mutual and, subsequently, Chase Bank, where he maintained the role of Senior Vice President.
In 2009, Gitipityapon expanded his career by joining Citigroup Global Markets as a Senior Financial Advisor, where he led a team and managed a significant client portfolio. A decade later, in 2019, he joined Western International Securities, based in Westlake Village, California, where he presently serves as a wealth manager. This firm underwent a merger into Atria Wealth Solutions and was later acquired by LPL Financial in September 2024.
Andy's professional focus encompasses a broad spectrum of financial services, including retirement planning, insurance, managed accounts, wealth transfers, DSTs, and tax-free wealth solutions for high-net-worth individuals.
Known for his integrity and dedication, Andy Giti prioritizes transparency. He ensures that his clients are fully informed about their investments and the strategies he employs, fostering a deep sense of trust and confidence among them.
With a rich background in investment management, Andy possesses the insight to navigate market conditions strategically, knowing when to engage in aggressive investment strategies and when to adopt a more conservative stance to protect his client's interests.
He profoundly values understanding his clients’ personal and financial aspirations, not just their immediate financial needs. This comprehensive understanding allows him to tailor financial strategies that align with their broader life goals, ensuring that each plan is not only practical but also enriching.
Gitipityapon is adept at modifying investment strategies in response to his client's life changes, such as transitioning to retirement or experiencing significant financial gains, ensuring that their financial plans are always up-to-date and effective.
Andy Giddy’s wealth management services are customized to meet each client’s unique needs. They involve strategic asset allocation and careful selection of investment products to optimize performance and manage risk.
Additionally, he offers a wide range of planning services beyond investment management, such as estate planning, business succession planning, asset protection, charitable giving, and strategic tax planning. These services are designed to ensure financial security and maximize tax efficiencies for his clients.
Andy Gitipityapon earned a Bachelor of Science from California State University, Northridge, in 1999 and furthered his professional development with advanced sales training at Wharton’s School of Business while at Citibank.