Andrew T. Gardener, CFP®
Andrew T. Gardener, CFP® is the Founder and President of Tanglewood Legacy Advisors, LLC. He established the company in 2003, with the vision of providing intimate and highly personalized wealth planning advice to entrepreneurs, business owners and corporate executives, and their families.
Experience:
22 year tenure with International Financial Investment Firm:
- Wealth Management Advisor, Senior Financial Advisor, Retirement Planning Specialist
- Led a team that profitably managed over $100 million in assets
- Frequently selected to coach consultants throughout the U.S.
- Clients consistently rated him among the "top financial advisors"
Background:
- Graduate of Emory University, Atlanta Georgia
- The Certified Financial Planning Program, the Bauer College of Business at the University of Houston
- Certified Financial Planner®
- Quoted in Zig Ziglar's Over The Top, where he is acknowledged for his visionary and planning abilities.
- Also quoted in other publications, including The Wall Street Journal, Planning Magazine, the Houston Chronicle, and Financial Planning Magazine
Activities:
- President of the Financial Planning Association of Houston
- Houston Estate and Financial Forum
- Board of Directors, Association of Community Broadcasting
- Past President of the Houston Emory Alumni Council
- Houston Business and Estate Planning Council
- Association of Corporate Growth
- Investment Management Consultants Association
- Board of Trustees, Holocaust Museum Houston
- Lifetime member of The 100 Club
- CFA Society of Houston