Andrew R. Rotz, CFP
Founder, CEO
PROFESSIONAL STORY
Andrew has worked in the financial services industry since 2012, after transitioning from Active Duty in the Navy to the Select Reserves. He spent several years working directly with clients of various net worths at Fidelity Investments in the Raleigh-Durham, NC area as well as in Washington D.C. and Bethesda, MD. In these roles, he worked to understand clients’ personal financial situations and anticipate their needs by building comprehensive plans around their goals. He left client-facing roles with a goal to learn operations and back-office mechanics of independently run advisory shops as a Director of Operations at Simplicity Financial Marketing, a national leader in providing solutions and support to financial planning and services businesses around the country.
After working with for-profit large financial services firms and independent business owners, he decided that a large segment of the population was underserved by the financial services industry because it wasn’t profitable for them to do so: students and young professionals. When the opportunity presented itself, he began working with North Carolina State University’s College of Veterinary Medicine as Director of Personal Finance and Financial Services. In this role, he has worked with thousands of DVM students, PhD candidates, pre-Vet students, and recent grads to understand their financial priorities and work towards a common goal of establishing a solid financial foundation. Andrew is widely considered a top resource nationally on student loan repayment, the economics of the veterinary industry, and works closely with NCSU’s Director of Career Services and the Professor of Practice Management to develop an appropriate curriculum in addition to the one-on-one services he provides to the student body. He’s personally built plans for over $90 million in student loans, saving an estimated total of more than $10 million in lifetime loan payments for his clients.
Andrew regularly works with veterinary businesses, UNC System schools, and academic institutions around the country to help set up their students and young professionals for success financially. He continues to serve in the US Navy as an Officer and recently deployed to the Middle East in support of Operation Inherent Resolve.
SPEAKING
Coming Soon!
CREDENTIALS AND EDUCATION
- Certified Financial Planner
- National Association of Personal Financial Advisors Member
- Certified College Financial Consultant
- North Carolina State University Academy of Educators Member
- Previously maintained Series 7, Series 63, Series 66, and Life/Health Insurance licenses
- Co-Founder, Pawcast: Navigating the Veterinary Profession podcast
- Bachelor of Arts, University of Florida
- Masters in Business Administration Candidate, NC State University