Andy Nevin, ChFC, LUTCF

Inspirer
DISC Type : id

Founder + President at Peak360 Wealth Management, LLC

San Ramon, California, United States

Overview

Andy Nevin is the Founder and President of PEAK360 Wealth Management, where he leverages over 20 years of experience in the financial services industry. He specializes in comprehensive financial planning, wealth management, and business succession planning for families and owners of closely held businesses, holding Chartered Financial Consultant (ChFC) and LUTCF designations.

Outside of his professional work, Andy is an avid golfer, viewing the sport as a metaphor for his client work, which requires relaxed and knowledgeable precision. He and his wife, Debra, also support local environmental causes, having contributed to the Save Mount Diablo land conservation organization.

His approach to financial strategy is described with "genuine passion and kindness. "

Personality Overview

Achievment Oriented

Decisive

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Comprehensive Financial Planning
His core focus is on creating holistic financial plans for individuals, families, and business owners to help them achieve their financial goals.
Business Succession
He has extensive experience assisting owners of closely held businesses with their investment, insurance, and business succession planning needs.
Wealth Management
Develops investment and wealth management strategies tailored to the specific situations and objectives of his clients.

Media Appearances

Andy has no verified media appearances

Work History

8-2019
Founder + President at Peak360 Wealth Management, LLC
8-2019
PEAK360 Wealth Management LLC - Financial Advisor + Registered Representative at Lion Street
10-1998 - 6-2019
Financial Advisor at Ameritas / David White & Associates

Education

Education details unavailable from Cal State East Bay- College of Business & Economics
Education details unavailable from Hayward High School

More Information

Social Presence :

Prographics :

Exp : 27 Location : San Ramon, California, United States Job Level : Leadership Designation : Founder + President at Peak360 Wealth Management, LLC
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Focus on the big picture and the strategic value of your product
  • Clearly address the competitive aspects

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Andy

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Andy take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Andy

Personality Compatibility


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