Andrew Barag, CFP®, CRPC®

Senior Investment Advisor

andrew

Andrew Barag, CFP®, CRPC®

andrew

Share:

Andrew Barag is a Senior Investment Advisor for Capital Investment Advisors (CIA). He works with clients and other advisors to better understand the needs of our retirees and to help create customized investment portfolios.

Andrew graduated with a B.S. in Finance from Miami University of Ohio. He has also completed the Financial Planning Certification Program from the University of Georgia’s Terry College of Business. Prior to joining CIA, he worked for Capital Group Private Client Services. During his time there he worked closely with several financial advisors to manage roughly $1.5 billion in client assets. He also has extensive investment/financial planning experience from prior positions at Morgan Stanley and Waddell & Reed.

Andrew currently resides in Atlanta. During his free time, he enjoys cheering on Atlanta’s different teams including the Falcons and Braves, catching a concert, traveling, and spending time with his family.

Share:

Read other Articles

Brenden Urban

Brenden Urban is an Investment Associate for Capital Investment Advisors.

Jackson Dorris

Jackson Dorris is a Business Development Specialist for Capital Investment

Hector Fuentes

Hector Fuentes is a Staff Accountant for Capital Investment Advisors

James Horn

James Horn is an Investment Associate for Capital Investment Advisors

Tools & Calculators

Ready to talk with an advisor?

Follow us on: