Andrew McFadden, CFP® Panoramic Financial Advice

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About Andrew McFadden, CFP®

Andrew McFadden, CFP®, was first inspired to become a financial advisor when he turned 18 and watched his father’s brokerage account get sawed in half during the dot-com bust of 2001. Over the next decade, he gained valuable experience working at several financial firms while pursuing his MBA, in an effort to better understand how to make smart investment choices.

After working four years for one global equity research firm in particular, Andrew decided that because it takes so much time and an enormous amount of resources to make good investment decisions, that he could best help clients by pointing them to the top portfolio management firms in the country, rather than trying to do it himself. In making this decision, Andrew realized he had significantly more time to spend with those clients, and began using that time to help them make smart decisions in all the other important areas of their financial lives.

This is the story of how Panoramic Financial Advice came to be. Panoramic works tirelessly to be a forward-thinking company, leveraging technology in all the firm’s operations in a effort to make the client experience seamless and convenient. We always put our clients first, regardless of income, assets, or Facebook status.

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Ideal Clients

  • Couples
  • Gen X
  • Medical Professionals
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly $69+/mo
  • AUM: .25%+

SEC Records

States Registered

  • California

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