Andy Nevin, ChFC, LUTCF
Login to view DISC.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. "
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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