Andrew Rappolt

Andrew Rappolt

LPL Registered Administrative Associate

Andrew Rappolt was born in San Francisco and raised in Sonoma County since he was 7.  He holds a B.S in Economics from the University of Oregon (2003) and a Masters in Security Analysis and Portfolio Management from Creighton University (2014).  Andrew currently holds his Series 7, 63, and 65 licenses through LPL Financial.

Andrew leads our trading operations and assists with Jan on investment research and analytics on our model portfolios.  He is integral in assisting Jan in creating investment recommendations for clients.  He has been in the industry since 2005, working as a client associate with Washington Mutual, JPMorgan Chase and Wells Fargo and as a trading/operational specialist with independent broker dealers.

He and his wife were married in 2017 and live in Rohnert Park where they constantly lose the battle between humans and their 3 cats, who truly run the household.  He has two children, who are active in sports and drama within their respective schools.  In their free time Andrew and his wife travel, hike, and enjoy the outdoors.  They love going to the movies and, while a fan of most of the local Bay Area teams, more closely follow the highs and lows of the San Francisco Giants.

With his dry sense of humor, quick wit, and depth of experience in the securities industry we are so happy Andrew joined our team in 2020!