Andrew Foss is responsible for portfolio maintenance operations at Core Wealth Advisors, Inc. Andrews’s roles include trading operations and portfolio maintenance such as making and allocating trades, rebalancing and monitoring accounts based upon investment models constructed by the investment committee. In addition, Andrew is an intricate part of the services provided to our professional athlete clients; specifically, advising them on financial administration matters.
Andrew received his degree in business administration in accounting from Florida Southern College and has completed the requirements to sit for theCERTIFIED FINANCIAL PLANNER™ examination. Andrew and his wife Brittany live in Lakeland. When he not working Andrew enjoys fitness, golf and restoring his 1920’s bungalow home.