Andrew Foss has been with Core Wealth Advisors since inception of the firm in 2013 and serves as Director of Operations and is a member of the investment committee. As part of his Operations duties, Andrew is responsible for managing the day to day transactions of the firm including money movement, trade allocations, rebalancing and process quality control.
Andrew also works closely with the financial administration of professional athletes assuring their portfolios are aligned with stated investment goals and objectives. 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. As a Financial Advisor, his tax background gives him a unique knowledge base that allows him to better serve the firm’s investment clients.
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. They spend much of their time restoring their 1920’s bungalow home.