Avalon’s founder and Principal is Andrew (“Andy”) McVay. Andy
established Avalon Financial Advisors to help individuals and families
identify and achieve their financial goals.
Education: California State University, Long Beach (CSULB)
Bachelor of Science in Business Administration (BS) – Finance (1982) Master of Business Administration (MBA) (1985)
University of California, Irvine (UCI)
Personal Financial Planning (PFP) certificate
Qualifications & Experience: Registered Investment Advisor registered with the state of California,
CERTIFIED FINANCIAL PLANNER™ professional, and Enrolled Agent.
Andy has over 20 year’s finance experience ranging from Financial
Analyst/Planner to Chief Financial Officer. The majority of Andy’s career
was with a Fortune 150 company where he held a wide variety of finance
positions, with his last position there as Executive Vice President,
Corporate Controller. In addition, Andy has also held senior financial
management positions, including Chief Financial Officer, with small and
mid-size companies and has partnered as a financial consultant/advisor to
individuals and other businesses.
Andy has advised family and friends over the years on a wide variety of
personal financial matters. This passion for helping others better
understand financial matters and enabling them to achieve their financial
goals culminated in the establishment of Avalon Financial Advisors in 2008.
As a business person, husband and father, Andy understands and
appreciates the challenges busy, time constrained, people face in
identifying financial goals, evaluating and choosing among the alternatives
to reach them, and most importantly, taking the necessary action steps to
achieve them. Avalon Financial Advisors frees clients of the most time
consuming aspects of this process thereby allowing them to focus more of
their limited time on other important aspects of their lives.
Professional Affiliations: National Association of Personal Financial Advisers (NAPFA) Member and former West Region board member. NAPFA is the largest
professional association of comprehensive, fee-only financial planners in
the United States. NAPFA members agree to conduct their businesses in
accordance with NAPFA's Fiduciary Standard and abide by NAPFA's Code
of Ethics which is the industry's strongest.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. CFP® certificant. The Certified Financial Planner Board of Standards is a
professional regulatory organization which promotes ethics, integrity and
professional standards in personal financial planning. This gives the public
an opportunity to have access to and benefit from competent, ethical
financial planning. Individuals who meet rigorous certification requirements
are certified by the CFP® Board to use its certification trademark.
Certification is a four-part process: Education, Examination, Ethics, and
CA Association of Enrolled Agents Member. The enrolled agent profession dates back to 1884 when, after
questionable claims had been presented for Civil War losses, Congress
acted to regulate persons who represented citizens in their dealings with
the U.S. Treasury Department. These intriguing beginnings have grown to
include the current National Association of Enrolled Agents (NAEA), which
is a national association of over 11,000 independent, licensed tax
professionals. NAEA members maintain the highest level of knowledge,
skills and professionalism in all areas of taxation, so that they may most
effectively represent the needs of their clients.