Andrew S. Passmore, MS, CFP®
Andrew Passmore began his financial services career in 2004 by joining a Birmingham, Alabama based comprehensive financial planning and wealth management practice. While working for the firm, Andrew built extensive experience in creating tailored strategies to assist clients in accomplishing client specific goals and objectives. Andrew specifically worked with the firm's physician clientele.
In 2008, Andrew joined his father, Scott, as a third generation financial services professional in Mobile, Alabama. Andrew knows that the key to helping his clients is to gain a thorough understanding of each client’s current situation prior to determining a course of action. Andrew’s goal is to create strategies that build upon each client’s strengths while shoring up their weaknesses.
Andrew graduated Summa Cum Laude from the University of Alabama in 2003 with a Bachelor of Science degree in Marketing. He then earned a Masters of Science degree in Human Environmental Sciences with a concentration in Family Financial Planning in 2004. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2007.
Andrew is active in a number of professional and charitable organizations. As an Eagle Scout, volunteering in the Boy Scouts of America is of specific interest where Andrew serves as a local troop leader. Andrew also enjoys spending time with his family, camping, and watching Alabama football in his free time.
The Financial Professionals of Passmore Planning Professionals provide fee-based financial guidance and implement both fee-based and commission based financial products.