Broker Check
Andrew Lambertson

Andrew Lambertson

President | Wealth Management

After more than 22 years in retail as a senior manager, Andrew Lambertson transitioned into the financial service industry in 2006.  He is fully licensed to offer securities, financial advisory and insurance services to clients.  He specializes in working with professional teams to assist clients in developing unique strategies utilizing Structured Sale strategies.  As a noted expert, Andrew provides training for CPAs and Attorneys on Structured Sale Strategies, and Qualified and Non-Qualified retirement planning.  He has been called upon to work with companies around the country to design and implement cutting edge solutions for their firms.
 
Prior to becoming a member of Founders Financial Securities, LLC, Andrew was a leader with Transamerica Financial Advisors, where he specialized in 401(k) and other Qualified Plans, Structured Sales, and advanced retirement planning. 

Andrew was born and raised in the San Francisco Bay Area and graduated from San Francisco State University.  He has four children, is a Papa to two grandchildren, and he currently resides with his wife Carrie in Modesto, CA.  They enjoy traveling the world together, love all things Disney, and share a passion for children with special needs.
 

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