Andrew Kerr - Fee Only Financial Advisor - Fresno, CA

Hi,

I'm Andrew Kerr, a Fee Only Financial Advisor in Fresno, CA.

I specialize in holistic financial planning and investment management. In effort to help people make better financial decisions, free from investment sales and commissions, I established Blosser Harrison Wealth Management. I am grateful that you have visited my website and I look forward to sharing my holistic financial planning approach with you.

What is holistic financial planning?

Holistic financial planning helps me discover you, your goals, your plans, your life stage and your financial needs. Holistic financial planning does not consider money as a means to an end, rather it considers money as a tool to help your plans become a realistic reality. This approach allows me to demonstrate the impact each stage of your life and how it will effect your overall wealth.

Andrew Kerr's background

Andrew formed Blosser Harrison in 2014 because he wanted to serve the public as a fiduciary. Early in his career he worked through a broker dealer and financial insurance company. Those experiences helped him realize how poor advice and commissions correlate with poor returns and poor client experiences.

Andrew has spent the past 10 year in the finance and insurance industry. Prior to forming Blosser Harrison he founded Kerr Insurance Brokers, Inc.. Today, Kerr Insurance is a thriving provider of commercial insurance, loss control and risk management for small and midsize businesses nationwide. Andrew takes great pride in using his business acumen for the betterment of his clients while educating them on ways to save business profits or enhance their personal wealth, with little conflict. Andrew is currently pursuing a CPA designation and is enrolled in Capella University's CPA Pathway program.

Andrew and his wife, Rebecca have been married since 2012 and in 2013 they welcomed their first child, Austen. In early 2014 they purchased their home on Blosser Street, which is where the name Blosser comes from. Andrew and Rebecca enjoy outdoor cycling, gardening, reading and traveling to the coast.

Andrew Kerr can help you with:

  • Holistic Financial Planning.
  • Investment Portfolio Management.
  • Retirement Income.
  • Income Portfolio Design.
  • Growth Portfolio Design.
  • Investment Analysis.
  • Retirement Planning.
  • Business Development.
  • 401(k) and Small Business Retirement Plans.
  • Insurance and Risk Management.
  • Portfolio Reviews and Consultations.
  • College Planning with IRA's, 401(k) and 529 Plans.

Andrew Kerr provides holistic financial planning for clients locally in Fresno, Los Angeles and throughout:

  • Clovis
  • Bakersfield
  • San Diego
  • Long Beach
  • California
  • Arizona
  • Nevada
  • Ohio
  • Florida
  • Illinois
  • Wisconsin


You can contact Andrew directly at: 559-277-4772 ext. 1001 or by email: akerr@bhria.com

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