Andrea Roland
Andrea Roland is a Financial Advisor with Waddell and Reed. Her mission is to help people get more out of their money, take the guesswork out of investing and help to manage financial risk. She is a Certified Financial PlannerTM and has worked in the financial services profession since 1999. Andrea believes that financial planning is a life-long personal process that clients create and adapt based on client needs, values and situation. She is a New Zealand native, has a BA from UC Berkeley, and has lived in the Monterey Bay area for over 20 years.