Andrea DeVincenzi

Andrea C. DeVincenzi, CFP®

Managing Director – Investments

Andrea is the third and final member on the leadership team. She believes it is as true for financial and investment matters as it is for life in general: planning for the future helps you focus on where you’re headed and feel confident in where you stand in relation to your goals and intentions. Investment planning too often boils down to cookie-cutter investment mixes and generalized guesswork regarding your financial needs. It’s better than nothing, but it’s impersonal and vague. That is why Andrea strives to help you plan your investments around benchmarks and life events that hold real meaning for you. Andrea’s goal is to help you answer that most critical of financial questions, “Am I on track”. By blending the human dimension of your personal goals with innovative financial and investment planning technology, our planning process goes way beyond simply aiming for a dollar amount or trying to match a performance benchmark. Andrea uses goal based financial planning to help you plan effectively, invest wisely, and map a realistic financial course to your retirement years. Applying her background as a CERTIFIED FINANCIAL PLANNER™, Andrea has the advanced training to counsel her clients on retirement distribution strategies from their employer plans, income distribution options during retirement, retirement tax minimization, and the creation of a solid estate planning foundation. She earned a Bachelor of Science degree in Finance from St. Mary’s College of California. She completed a two-year Personal Financial Planning program at the University of California, Berkeley. She holds the coveted designation of CERTIFIED FINANCIAL PLANNER™. In the last 6 consecutive years - 2013-2018 - Andrea has received the professional designation, Premier Advisor*. She is a Five Star Wealth Manager** winner 2013 - 2019. In 2019, she received two awards - Forbes Top Next-Generation Wealth Advisor*** and Forbes Working Mother’s Top Wealth Advisor awards****.

Her philanthropic efforts are focused on three charities—Girls Who Code; Girls For a Change; and Step Up. She lives in the Oakland Hills with her husband and son. She will be with you every step of the way!

* The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by business production, completion of educational components and professionalism.

** The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

2013- 858 East Bay Area wealth managers were considered for the award; 194 (23% of candidates) were named Five Star Wealth Managers.
2014- 4,527 East Bay Area wealth managers were considered for the award; 204 (5% of candidates) were named Five Star Wealth Managers.
2015- 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016- 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017- 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018- 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019- 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers.

*** The Forbes Next -Gen Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

***** The Working Mother’s Top Wealth Advisor Moms ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.