Wyatt Financial & Insurance Services, LLC

Retirement Planning

Know how to manage your 401k, which investments are prudent in the long-term and how to get the maximum benefits from social security. There is nothing more important you can be doing for your finances right now than preparing for retirement.

Long-Term Care

Asset-based long-term care insurance offers a well-rounded solution to one of life’s biggest uncertainties: the potential need for long-term care. It can alleviate the financial burden that comes with paying for nursing care, in-home care, or other extended services, giving you and your family the confidence that your future needs are accounted for.

Indexed Universal Life Insurance

Fixed-Index Universal Life (FIUL) insurance is a type of permanent life insurance that provides two key benefits: a death benefit to protect your loved ones and a cash value that can grow over time.

Premium Financing

Premium finance is a sophisticated strategy in which policyowners pay substantial life insurance premiums by borrowing from a third-party lender, allowing them to preserve their own capital for other investments or opportunities.

Business Owners

Succession Planning, Estate Equalization, Executive Bonuses, Protection for Key Executive, Access to Cash Value and many other little-known benefits are available to Business Owners.

Why Use a Financial Advisor?

A financial advisor provides expert guidance tailored to your unique goals, whether you're planning for retirement, saving for your children’s education, or building wealth. They can help you navigate life changes like marriage, buying a home, or starting a business, and offer strategies to minimize taxes and manage risk.

Our Mission

At the heart of everything we do is our mission to deeply understand your unique financial landscape. Your needs, wants, and long-term aspirations are the foundation of every strategy we develop. Our role is to act as your trusted partner, helping you craft, implement, and refine a personalized plan designed to address your evolving circumstances and goals.

Our Process

At Wyatt Financial, we believe in a personalized and collaborative approach to designing a financial plan tailored to your unique goals and aspirations. Our journey begins with an initial meeting where we get to know you and your financial situation. This session is a no-pressure opportunity for us to learn about your goals, current challenges, and what you hope to achieve.

About Us

At our firm, we have the client — and only the client — in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

About Our Founder

Wyatt Financial & Insurance Solutions, LLC, was founded by Andrew M. Wyatt, Certified Financial Planner® (“CFP®”). Andrew also holds the designations of Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). In addition to being a financial planner, Andrew has been a practicing attorney and fiduciary in the state of California for over 30 years. A graduate of California State University, Northridge, Andrew obtained his Bachelors of Science in Engineering and Master of Science in Taxation degrees. In addition to obtaining the Juris Doctorate degree from Southwestern Law School, Andrew holds an Masters of Business Administration (MBA) in Financial Planning from California Lutheran University.

A father of three children, Andrew believes in family values and the importance of fiscal responsibility in the home. Andrew believes his firm should offer its clients complete financial planning, bringing everything they need in one place. After learning about your specific situation, Andrew and the team at Wyatt Financial can help you understand how to achieve your important life goals. We are committed to helping you get your financial house in order.