Andrew Thompson, CFP^®

Designations and licenses

Andrew is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Andrew provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Andrew served as a wealth advisor at Truepoint Wealth Counsel, where he led high-net-worth client relationships and helped relaunch a service offering focused on pre-retirees. Before that, he held multiple roles at Charles Schwab & Co., including vice president and financial consultant, advising clients on investment, tax and estate planning strategies.

Andrew has a bachelor’s degree in finance from the University of Kentucky.

Personal interests

Away from the office, Andrew enjoys cheering on the Cincinnati Reds, Cincinnati Bengals and University of Kentucky sports teams, as well as golfing, curling and traveling.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.