Andy Chatham

Andy Chatham has been helping clients manage their wealth (financial planning, investment management and insurance planning) since 1994.

Andy started his practice as an intern for Northwestern Mutual while attending B.Y.U. Over time his wealth management practice grew larger and larger and he was always on the lookout for a broker dealer that would provide him with the most investment options, advanced online tools for his clients and staff, and the most support for his back office. He ultimately moved his practice to LPL Financial, the #1 independent Broker Dealer* in the nation.

Andy has qualified multiple times for LPL Financial's prestigious Director’s Club, (2017-2022 based on annual production.)
 

Andy lives in San Clemente, California. He enjoys running and surfing multiple times a week. Andy and the love of his life Jodi, have been married for over 30 years. They have four children and one grandchild. Carli, lives in San Clemente. Laura, her husband Tom and baby Ezra live in Utah. Brady and his wife Azure live in Utah. Jonah will be attending BYU when he gets home from serving his full-time mission in Brazil, in May 2024.

*As reported by Financial Planning magazine, 1996-2023, based on annual production.