Andrew Ziskin

PARTNER

As a co-founding partner of Pacific Coast Wealth Strategies, Andrew is a dedicated financial professional who is truly committed to excellence in providing clients with cutting edge techniques to help address their financial concerns.

 

 

Andrew Ziskin, CFP®, ChFC®, CLU®, WMCP®

Andrew has been a financial professional since 1998 and focuses on comprehensive financial and estate planning strategies for closely held business owners, professionals and retirees.

Andrew has extensive professional and educational experience in the financial services industry:

  • Was a Senior Vice President and branch manager with AXA Advisors for 7 years overseeing over 60 financial professionals, staff and management.
  • Received a Bachelor of Science in Business Administration with a major in Accounting at San Diego State University.
  • Awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
  • Earned a professional designation in Personal Financial Planning at University of California Los Angeles.
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation attained by completing the established and rigorous education, examination, experience and ethical requirements by the CFP Board of Standards.
  • Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Wealth Manager Certified Professional (WMCP®) designations from the American College in Bryn Mawr, Pennsylvania.
  • FINRA Series 7,6,63,65,24,53 registrations and Life and Health Insurance License.
  • Andrew has qualified as a Top of the Table member and Court of the Table member of the prestigious Million Dollar Round Table and has been a qualifying member for the last twenty consecutive years. Andrew has also been recognized by winning almost 40 industry and corporate awards as a producer and manager throughout his career.

  • CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

    CA Insurance License #0C38536

 

 

Check the background of your financial professional on FINRA BrokerCheck.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and, in Puerto Rico as AXA Network of Puerto Rico, Inc

AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

CERTIFIED FINANCIAL PLANNER™

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-143494 (5/19) (Exp. 5/24)