Sergio Andrade

Client Services Associate

Coordinated | Integrated | Elevated Wealth Management

I take pride in using every day as a new opportunity to learn and grow personally and professionally. I take this approach and apply it to also helping clients in pursuing their goals and feel confident in the service I provide them. Being part of a successful and knowledgeable firm is what motivates me to go above and beyond for clients and my team alike. 

Credentials, Experience & Education

  • Securities Industries Essentials® Exam
  • Associates degree in Business Administration - Pima Community College
  • Bachelor of Arts in Business Administration - Arizona State University
  • Fluent in Spanish
  • 6+ years of customer service experience

Role within Aspire Wealth Partners

  • Manage client requests
  • Accounting maintenance and processing
  • Advisor support

Personal Interests

  • Hiking
  • Trying new local restaurants
  • Watching movies
  • Cars
  • Podcasts