André Veres, CFP®, ChFC®, RICP®

I'm a CERTIFIED FINANCIAL PLANNER^® professional and Retirement Income Certified Professional^®, so I build unique financial plans that fit each client's goals and life stage. My work includes managing diverse investment portfolios, finding tax-smart strategies, and helping clients create estate plans to keep and pass on their wealth. I'm big on risk management, helping clients protect their financial future with custom insurance solutions and proactive planning to face life's uncertainties with confidence.

My passion for financial planning was ignited by a personal experience. Watching my grandma navigate the 2008 financial crisis alone after my grandpa was diagnosed with dementia highlighted the importance of financial literacy for both spouses. It was a pivotal moment that inspired my commitment to educating clients and ensuring both partners are involved in the financial planning process.

I love seeing my clients' faces light up when they realize their retirement dreams are becoming a reality. Even when the market takes a dip, it's so satisfying to know their plans are still on track to get them to where they want to be.

I was born and raised in Tucson, AZ, and I still call it home. My wife, Emily Veres, and I tied the knot back in January 2016, and we've got three awesome kids: Adam, Lily, and Anna. I'm a huge sports fan, especially when it comes to the University of Arizona. When I'm not cheering them on, you can find me at the local CrossFit gym or exploring the outdoors with my kids.