Andrew Fisher is a Partner at Cerity Partners in San Francisco, where he leads the firm's Cross-Border Planning practice. With over 23 years of industry experience, he is widely regarded as a leading advisor to cross-border and international families.
Prior to joining Cerity Partners in 2020, Andrew founded Worldview Wealth Advisors, where he served as President and Chief Investment Officer for 15 years. He began his career at PriceWaterhouseCoopers in Los Angeles and held international equity research analyst positions at Montgomery Asset Management, Donaldson Lufkin & Jenrette, and HSBC Securities.
Andrew holds a Bachelor's degree in Finance with a minor in Spanish cum laude from California Polytechnic State University, San Luis Obispo, and completed additional study at the University of Madrid. He is fluent in Spanish and brings deep cultural competence to his work with global families.
Credentials
CFA®, CPA
Firm
Cerity Partners, Partner
Specialization
Cross-Border Planning
Experience
23+ Years
Education
Cal Poly SLO, BS Finance
Languages
English, Spanish
Professional Affiliations
Frequently Speaking On
Expatriate Financial Planning
Comprehensive strategies for Americans living overseas, covering tax compliance, retirement planning, and wealth management across borders.
Cross-Border Tax Compliance
Navigating FBAR, FATCA, foreign tax credits, and treaty provisions for globally mobile professionals and their families.
Global Real Estate Strategy
Buying, owning, and selling property across borders — from tax implications to structuring for international families.
The Cross-Border Family Wealth Guide
The first comprehensive guide to personal finance for cross-border families and their advisors. Available now from Wiley and Amazon.
View the Book