Andrew Hergert
Andrew W. Hergert, CFP®, CRPC™ Financial Advisor

Andrew has been a Financial Advisor since 2000 and is a Certified Financial Planner™ (CFP®) professional, a certification that is recognized as the standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.

Andrew takes time to understand his clients’ backgrounds and goals before providing tailored financial plans to pursue their specific needs. When working with clients, Andrew aims to communicate in a clear and consistent manner to help counsel them through the ups and downs of the financial markets and life. He finds fulfillment in long-term relationships based on mutual trust where he can help his clients have more financial confidence.

Before joining Raymond James in 2013, Andrew was with UBS Financial Services, Inc. for over eight years and Morgan Stanley for over five years. Andrew moved to Seattle from Nebraska in 1995 and graduated from the University of Washington in 2000. He has enjoyed mentoring students from the University of Washington over the years through internships. When he’s not in the office, Andrew enjoys golfing, skiing, hiking, international travel and is a big Husky football fan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.