Andrew Talley

Wealth Advisor

San Diego, California

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Andrew Talley is passionate about helping individuals align their finances with their values. He believes that financial decisions reflect personal priorities and is committed to providing clients with transparent, strategic guidance that empowers them to pursue a fulfilling life with greater clarity and confidence.
Prior to his time at EP Wealth, Andrew was a Financial Advisor at Proverbs Financial, working closely with clients to develop strategies aligned with their goals while managing risk. Prior to this role, he was a production engineer, where he honed his leadership and communication skills by coordinating cross-departmental initiatives and driving operational improvements.
Andrew holds a Bachelor of Science in Biomedical Engineering from Cal Poly San Luis Obispo. He is also licensed in California for health and life insurance and holds the Series 66 and Series 7 securities licenses.
Andrew thrives on community, competition and physical wellness. He enjoys participating in team sports, staying active and connecting with people who are dedicated to growth and meaningful living.