ANDREW T. KERR, CRTP
Owner / Financial Advisor / Tax Advisor

Overview

Andrew Kerr has extensive experience in finance, accounting, tax and business development. Going on his 15th year of business he knows the complex financial needs of affluent families and small business owners. Andrew has unusually perceptive judgement in analyzing the best way forward.

 

Specialized Areas of Practice:​

  • Business Development & Forecasting Models

  • Tax Law

  • Tax Preparation

  • Corporate Guidance

Andrew has the following credentials:

Investment Advisor Fiduciary

CRTP - Licensed Tax Advisor / Preparer

Insurance Broker

 

Andrew founded Kerr Tax Advisors because he saw a clearer path forward for the public that did not involve common conflicts, excessive fees and utilizes state-of-the-art financial planning techniques for businesses to achieve optimal potential.

Andrew attended Santa Monica College and Penn State. Andrew serves in a unique capacity as a Kerr Tax Advisor, leader and researcher.

KERR WEALTH MANAGEMENT

Financial Advisor / Founder

559-277-4772 ext. 1001

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Background

Prior to forming Kerr Wealth Management, Andrew worked for institutional firms and national broker dealers. (Cambridge Investment Research and Lincoln Securities Corporation). With his experience came a growing disdain for commission driven stock brokerage companies.  In 2015 Kerr Financial Planning Corporation was born. Andrew started Kerr Wealth with a firm belief that giving financial advice should be objective and fee based. Today - the Kerr Companies employs 14 full-time professionals ranging from fee-only financial planners, business advisors, accountants and tax advisors, retirement plan administrators and a pension actuary.

Husband, Father and Outdoor Enthusiast

Husband, father, education and competitive cycling make up the majority of Andrew's personal life outside of work. Andrew and his wife, Rebecca just celebrated their 10th year of marriage. They met in Fresno California. Today they share the joys of city life and ranch life. With a ranch in the foothills in Clovis and a home in the city of Fresno, CA they make the most of what Fresno County has to offer. Andrew has 2 children, Austen and Alina, chickens, cows, horses, sheep and goats. Prior to a career in finance Andrew competed as a collegiate road cyclist and continued beyond college as an under 23 elite amateur pro development rider in Milwaukee, WI. Andrew no longer competes but participates in weekend charity rides and club events with Fresno Cycling Club and his club, The Kerr Companies. Andrew also plays the guitar. He started playing at 14 and 24 years later has a collection of 22. Andrew's commitment to a balanced life and a successful business practice allows him to enjoy time with his family and make meaningful connections with clients.