Andrew Barnes, CFP®
Independent Wealth Advisory | Fiduciary | Family-Run
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Serving Clients Nationwide
Independent Wealth Advisory | Fiduciary | Family-Run
Areas of Focus
- 1031 Exchanges
- Business Owners
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Andrew Barnes, CFP®
Hi, I'm Andrew Barnes. I am driven to find a better way, whether creating a software program to gain efficiencies or a new approach to help ensure foolproof trades. I take the time to do what is right the first time, and to make improvements for the best possible outcomes.My interest in finance came fortuitously from my need to pay for a motorcycle in college. My Dad suggested I work for him at Morgan Stanley and run his customer relationship management system. Not new to technology – I taught myself HTML when I was seven – I set up the database in a month, a task two people before me could not master. Over time, I realized I had a knack for the more analytical side of the business and joined Morgan Stanley full-time during my senior year. Halfway through the wirehouse’s Financial Advisory Associate training program, my father and I decided to start our own firm, Entruity. At the time, the Department of Labor under the Obama Administration was lobbying for a fiduciary rule that challenged the integrity of wirehouses acting in the best interest of their clients. We founded Entruity so that we could operate in the “best-interest” world.
At Entruity, I meet with clients, construct financial plans, execute trades, and build and maintain the firm’s technology.
A native and resident of Bakersfield, I am a graduate of Bakersfield Christian High School and received a BS in business administration with a concentration in finance from California State University, Bakersfield. I have served as Bakersfield president of the Financial Management Association of California State University. I am a CERTIFIED FINANCIAL PLANNER™ professional.
I am a man of many interests. My three special interests are my wife, Kaylee, and our daughters, Blair and Audrey. I also am a music buff, and enjoy Steely Dan, Red Hot Chili Peppers (when John Frusciante is on the album) and Linkin Park to name a few. Proficient at bass guitar, I also dabble in the drums. In addition, I enjoy creating content with photography and videography. Years back, I ran a motovlogging YouTube channel (recording a vlog while motorcycling).
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Entruity Wealth, LLC
As a family-run firm, Entruity Wealth is innately committed to caring for your financial well-being. We provide the insight, solutions, technology and team to advise you on making the right financial life decisions. Sharing a collective mindset, we single-mindedly focus on helping you clarify and meet your goals now and in the future.We -- Bradley Barnes and Andrew Barnes -- founded Entruity Wealth in our hometown of Bakersfield, California, to support fellow residents as well as communities beyond in achieving their financial life goals. We established Entruity as a registered investment advisor so that we could serve as a fiduciary, working solely in our clients’ own best interests. We also started the firm to create a legacy for our family, just as we do for our clients.
Why Entruity
How we approach wealth advice – from our makeup and mindset to our methodology and technology – differentiates us from other firms. Our name, Entruity, which combines the words “entrust,” “truth” and “integrity,” reflects our commitment and responsibility to provide you with advice solely in your best interest.
We are family.
We approach our work as a win-win for everyone. We help build legacies for our clients, our community as well as our family.
Education
California State University, Bakersfield, BS, Business Administration
Hobbies and Interests
- Family
- Music
- Photography
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Advisory services are offered through Entruity Wealth, LLC, a Registered Investment Adviser. Services are only offered to clients or prospective clients where Entruity Wealth, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Entruity Wealth, LLC unless a client service agreement is in place.
