Andy Bunch CFP®, CFA®

Personal Wealth Advisor

Andy has been in the investment industry for over 20 years. He loves connecting with people and helping them accomplish their goals.

Andy loves traveling with his wife and three kids—the beach, the city, and the mountains are all annual trips the family takes. He is an avid reader, enjoys coaching his son’s flag football team, and plays tennis with his kids. Andy and his wife love to enjoy live music together, all the way from Eddie’s Attic to State Farm Arena.

Andy lives in West Cobb with his wife, Kimberly, and three wonderful kids, Davis, Hannah, and Mary-Brooks.


  • BA Marketing – University of Northern Iowa
  • MA Business Administration – Georgia Institute of Technology

Prior Professional Experience

  • Financial Planner – Homrich Berg
  • Compliance Director – Signator Investors
  • Advertising Review Manager – Transamerica Financial Advisors
  • Advisory Services Analyst – Transamerica Financial Advisors
  • Financial Advisor – Transamerica Financial Advisors

Licenses and Registrations

  • Chartered Financial Analyst (CFA®)