Andrew Foss has been with Core Wealth Advisors since the firm’s inception in 2013 and currently helps facilitate the Professional Athlete division while serving as member of the investment committee.
In his role with Professional Athletes, Andrew works closely with Core’s professional athlete clients coordinating the many unique and complex issues facing them throughout their careers – multi-jurisdictional tax compliance and planning issues such as asset protection, wealth management and estate planning. His years of experience with professional athlete family office functions provides an insightful viewpoint into the intricacies of managing their unique lifestyles.
Prior to joining Core Wealth, Andrew worked for a local CPA firm for 8 years and has extensive experience in tax preparation and other accounting services.
Andrew has completed the requirements to sit for the CERTIFIED FINANCIAL PLANNER™ examination. He graduated from Florida Southern College in 2009 with a bachelors degree in Accounting.
In his spare time, Andrew is an avid golfer and also serves on the Lakeland 4-Ball Committee, a non-profit organization that supports the development of junior golf throughout Central Florida.
Andrew and his wife, Brittany, are lifelong residents of Lakeland and enjoy all the city has to offer.