Sergio Andrade
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