INVESTA FINANCIAL PLANNING


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Investa Financial Planning Launches in Bay Area by Founder Andrew Kessler, CFP®, MBA

Retrieved on: 
Wednesday, March 22, 2023

LIVERMORE, Calif., March 22, 2023 /PRNewswire/ -- Bay Area-based Financial Planner and Advisor, Andrew Kessler, CFP®, MBA, launches his new firm, Investa Financial Planning.

Key Points: 
  • LIVERMORE, Calif., March 22, 2023 /PRNewswire/ -- Bay Area-based Financial Planner and Advisor, Andrew Kessler, CFP®, MBA, launches his new firm, Investa Financial Planning.
  • Investa Financial Planning is a firm predicated on the value of service, realistic advice, and goals-based investing.
  • The name "Investa" is derived from a combination of Roman Mythology and elements of the financial industry.
  • Kessler is a CERTIFIED FINANCIAL PLANNER™ and has spent the last decade serving clients in the financial services industry.