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Andrew Tenaglia
Founding Partner
Wealth Manager
CA License #0F05768

2998 Douglas Blvd Suite 320, Roseville, CA 95661

Details

Education & Certifications:

B.B.A. in Accounting, Pace University
Holds Series: 7, 9, 10, 24, 31 and 66 licenses.
Licensed California Life Insurance Agent
Currently studying for CFP Certification 

Biography

 

Andrew entered the financial services industry in 1993 and joined Rubicon Advisors/LPL in 2014. A New York native, Andrew grew up surrounded by an extended family involved in the education field. That interactive environment fostered Andrew’s passion for helping, teaching and coaching others.

With a background as a financial auditor, Andrew focuses on making a deeper examination of all facets of risk in his clients’ portfolios. Having a complete picture of their financial horizon gives Andrew a unique ability to provide unparalleled consultative service.

Andrew’s clients include families, retirees, business owners and corporate 401K plans. He prioritizes financial planning to ensure that his clients have a path to financial confidence.

https://www.linkedin.com/in/andrew-tenaglia-9aa7b9102/

For Fun

Andrew, his wife Sophie and their son A.J. live in Roseville. When he’s not in the office, he enjoys spending time with his family, golfing and playing basketball.

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