| ©2009 Avalon Financial Advisors, Andrew P. McVay, Principal. All Rights Reserved. |
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| About |
| Avalon Financial Advisors |
Avalon’s founder and Principal is Andrew (“Andy”) McVay. Andy
established Avalon Financial Advisors to help individuals and families
identify and achieve their financial goals.
Education:
California State University, Long Beach (CSULB)
University of California, Irvine (UCI)
Experience:
Andy is a Registered Investment Advisor registered with the state of
California.
Andy has over 20 year’s finance experience ranging from Financial
Analyst/Planner to Chief Financial Officer. The majority of Andy’s career
was with a Fortune 150 company where he held a wide variety of finance
positions, with his last position there as Executive Vice President,
Corporate Controller. In addition, Andy has also held senior financial
management positions, including Chief Financial Officer, with small and
mid-size companies and has partnered as a financial consultant/advisor to
individuals and other businesses.
Andy has advised family and friends over the years on a wide variety of
personal financial matters. This passion for helping others better
understand financial matters and enabling them to achieve their financial
goals culminated in the establishment of Avalon Financial Advisors in 2008.
As a business person, husband and father, Andy understands and
appreciates the challenges busy, time constrained, people face in
identifying financial goals, evaluating and choosing among the alternatives
to reach them, and most importantly, taking the necessary action steps to
achieve them. Avalon Financial Advisors frees clients of the most time
consuming aspects of this process thereby allowing them to focus more of
their limited time on other important aspects of their lives.
Professional Affiliations:
National Association of Personal Financial Advisers (NAPFA)
West Region Board Member. NAPFA is the largest professional association
of comprehensive, fee-only financial planners in the United States. NAPFA
members agree to conduct their businesses in accordance with NAPFA's
Fiduciary Standard and abide by NAPFA's Code of Ethics which is the
industry's strongest.
CERTIFIED FINANCIAL PLANNER (CFP®) BOARD OF STANDARDS, INC.
Candidate for Certification. Having met the CFP® Board's education
requirements and passing the CFP® exam, Andy will qualify for CFP®
certification upon meeting the CFP® Board's three year personal financial
planning industry experience requirement while adhering to the CFP®
Board's ethics standards.
The Certified Financial Planner Board of Standards is a professional
regulatory organization which promotes ethics, integrity and professional
standards in personal financial planning. This gives the public an
opportunity to have access to and benefit from competent, ethical financial
planning. Individuals who meet rigorous certification requirements are
certified by the CFP® Board to use its certification trademark. Certification
is a four-part process: Education, Examination, Ethics, and Experience.
Financial Planning Association (FPA)
Member. FPA is a membership organization for the financial planning
community. Members include individuals and companies who are
committed to championing the financial planning process. FPA members
are dedicated to supporting the financial planning process in order to help
people achieve their goals and dreams. The FPA believes that everyone
needs objective advice to make smart financial decisions.
established Avalon Financial Advisors to help individuals and families
identify and achieve their financial goals.
Education:
California State University, Long Beach (CSULB)
- Bachelor of Science in Business Administration (BS) – Finance (1982)
Master of Business Administration (MBA) (1985)
University of California, Irvine (UCI)
- Personal Financial Planning (PFP) certificate (2008)
Experience:
Andy is a Registered Investment Advisor registered with the state of
California.
Andy has over 20 year’s finance experience ranging from Financial
Analyst/Planner to Chief Financial Officer. The majority of Andy’s career
was with a Fortune 150 company where he held a wide variety of finance
positions, with his last position there as Executive Vice President,
Corporate Controller. In addition, Andy has also held senior financial
management positions, including Chief Financial Officer, with small and
mid-size companies and has partnered as a financial consultant/advisor to
individuals and other businesses.
Andy has advised family and friends over the years on a wide variety of
personal financial matters. This passion for helping others better
understand financial matters and enabling them to achieve their financial
goals culminated in the establishment of Avalon Financial Advisors in 2008.
As a business person, husband and father, Andy understands and
appreciates the challenges busy, time constrained, people face in
identifying financial goals, evaluating and choosing among the alternatives
to reach them, and most importantly, taking the necessary action steps to
achieve them. Avalon Financial Advisors frees clients of the most time
consuming aspects of this process thereby allowing them to focus more of
their limited time on other important aspects of their lives.
Professional Affiliations:
National Association of Personal Financial Advisers (NAPFA)
West Region Board Member. NAPFA is the largest professional association
of comprehensive, fee-only financial planners in the United States. NAPFA
members agree to conduct their businesses in accordance with NAPFA's
Fiduciary Standard and abide by NAPFA's Code of Ethics which is the
industry's strongest.
CERTIFIED FINANCIAL PLANNER (CFP®) BOARD OF STANDARDS, INC.
Candidate for Certification. Having met the CFP® Board's education
requirements and passing the CFP® exam, Andy will qualify for CFP®
certification upon meeting the CFP® Board's three year personal financial
planning industry experience requirement while adhering to the CFP®
Board's ethics standards.
The Certified Financial Planner Board of Standards is a professional
regulatory organization which promotes ethics, integrity and professional
standards in personal financial planning. This gives the public an
opportunity to have access to and benefit from competent, ethical financial
planning. Individuals who meet rigorous certification requirements are
certified by the CFP® Board to use its certification trademark. Certification
is a four-part process: Education, Examination, Ethics, and Experience.
Financial Planning Association (FPA)
Member. FPA is a membership organization for the financial planning
community. Members include individuals and companies who are
committed to championing the financial planning process. FPA members
are dedicated to supporting the financial planning process in order to help
people achieve their goals and dreams. The FPA believes that everyone
needs objective advice to make smart financial decisions.
Charting the course to reach your financial goals.
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