Andrew Low - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Andrew Low, Certified Founders Group Associate

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An Entrepreneur’s Business Succession Journey

About Andrew

PROFESSIONAL ACCREDITATIONS

Certified Trust & Fiduciary Advisor®

Certified Exit Planning Advisor®

MEMBERSHIPS

He serves on the Planned Giving Advisory Board for Concordia University and on the Business Leadership Council for the Segerstrom Center for the Arts.  He serves on the board of Exit Planning Institute – Orange County to create strategies to reduce income and estate taxes.  Andrew is a member of the Association for Corporate Growth-OC, Orange County Estate Planning Council, Virtual Board and Vistage OC. He is also a member of Provisors, the Barnabas Group and the Masters Program in Newport Beach, CA.

EDUCATION

Andrew received a Bachelor’s Degree from the University of California, Los Angeles and graduated, with Honors, from Cannon Financial Institute. He is a Certified Trust & Financial Advisor and a Certified Exit Planning Advisor.

POSITIONS

UBS Financial Services, Inc – Senior Vice President – Wealth Management

Andrew works with clients and prospects to create a blueprint and investment plan to help clients save enough financial resources to fund retirement, lifestyle, charitable and wealth transfer goals.

Andrew collaborates with the client’s other legal and tax advisors to create a roadmap and an action plan to help business owners and other clients with liquidity events to reduce income and capital gains taxes by using advanced tax and trust strategies.

Prior to UBS, Andrew was Senior Director and Vice President for BNY Mellon Wealth Management for 11 years.  Andrew helped business owners with pre-transaction and post-transaction planning to reduce income tax and capital gains tax upon the sale of their business or other liquidity events.  He used his tax and charitable planning background to develop solutions for clients to save on income, capital gains, estate and gift taxes which produced an integrated investment and wealth management plan.

Andrew has 30 years of experience in the financial services industry. Prior to BNY Mellon, Andrew served as Vice President and Senior Trust & Estate Specialist for Merrill Lynch Trust Co., FSB. In this role, he was responsible for the trust and estate planning in all the Merrill Lynch offices in Oregon, Washington, Idaho and Alaska. In addition, he has held senior positions at Harris Private Bank, Citigroup Smith Barney, Issachar, and Security Pacific Institutional Services.

PERSONAL

He is married with two daughters.