About

About Andy Gitipityapon

Andy Gitipityapon is a wealth manager who celebrates his 25th year licensed in the securities business this year. He began his career in banking in 1997 and joined the securities business at Great Western Bank (GWB) in 1999. GWB was acquired by Washington Mutual and later by Chase Bank, where Andy held the position of Senior Vice President at all three firms.

In 2009, Andy joined Citigroup Global Markets as a Senior Financial Advisor, where he was team lead and managed his own book. A decade later, Andy moved to Western International Securities (WIS), based in Westlake Village, California, where he is currently a wealth manager. WISa became Atria Wealth Solutions and was then purchased by LPL Financial in September 2024.

Andy’s expertise is in retirement planning, insurance, managed accounts, wealth transfers, DSTs, and tax-free wealth solutions for high-income earners.

A Trusted Partner

Andy Gitipityapon’s integrity and commitment to doing what is best for his clients have earned their unwavering trust. As their wealth manager, he takes his fiduciary responsibility seriously, putting his client’s needs first. Transparency is key in all his relationships. Andy ensures that his clients understand everything he is doing and the reasoning behind his decisions so they feel comfortable and satisfied with how he is handling their money.

His investing experience also distinguishes him as a seasoned wealth manager, which is critically essential in knowing when to invest and when to play defense.

Client-Centric

In addition, Andy’s clients appreciate the level of customer service and value he provides. His focus is on understanding his clients as much as possible. This doesn’t simply involve knowing their investment preferences or net worth goals but also discussing their dreams, concerns, challenges, and core values as individuals.

Andy’s goal is to help clients realize their plans. They rely on his expertise to preserve their hard-earned wealth and optimize their portfolio, including investing for retirement, providing for their families’ futures, and contributing to their communities. Andy is dedicated to providing exemplary service and uniquely designed solutions based on validated research and long-term historical data to make financial decisions aligned with his client’s goals.

He is also ready to pivot and adapt portfolios and investment strategies based on life changes – whether it’s a financial transition from work to retirement or an unexpected financial windfall.

Andy Gitipityapon’s Wealth Management Services

Andy Gitipityapon’s wealth management services are designed to grow and protect his client’s wealth. His services are customized to each client’s unique circumstances and aspirations. They include creating and overseeing a portfolio of investable assets, which involves asset allocation to balance risk and reward. He invests in different types of assets based on his client’s goals, risk tolerance, and expected need for money. He chooses what kinds of products to invest in and realigns and rebalances the investment products in the portfolio for optimum results.

Andy’s clients also rely on his ability to deliver a diverse range of products that go beyond investing. This may include estate planning to preserve and distribute an individual’s assets during his or her lifetime and beyond, business succession planning, asset-protection planning, and charitable tax planning. It also includes tax planning to minimize tax liabilities and maximize after-tax income. Andy Giti will examine a client’s tax situation and design methods to maximize tax efficiency, which may include leveraging tax-advantaged investment vehicles, optimizing deductions and credits, and anticipating the prospective tax implications of certain financial transactions.

Academic and Career Achievements

Andy Gitipityapon graduated from California State University, Northridge, with a Bachelor of Science in 1999. While he worked at Citibank, he attended Wharton’s School of Business and participated in an advanced sales program.

During Andy’s decade-long career with Washington Mutual/Chase, he was recognized with numerous Leader Circle and President’s Club awards.

Making a Positive Impact

Paying it forward and contributing to the community is important to Andy Gitipityapon. Over the years, he has supported the Boys & Girls Club, participated in school fundraisers and high school sports programs, and donated to local charities.

His Life Outside of Work

Andy and his wife, Christina, live in the San Fernando Valley of California and enjoy traveling and experiencing different cultures and traditions. As a foodie, Andy loves various culinary delights, and, unsurprisingly, he likes to cook. Cooking gives him an opportunity to recreate the tastes he experienced while traveling at home.

Andy also loves vintage cars – the feeling, sense of style, craftsmanship, and timelessness they offer. He sees a vintage car as more than just an automobile. It’s a piece of history that Andy enjoys learning about.