Andy Chong, CFA®, CEPA

Director, Wealth Advisor

B.A., University of California, Davis
CFA Charterholder
Certified Exit Planning Advisor (CEPA)
Downtown Los Angeles, Bakersfield

My personal mission in Wealth Management is to democratize the family office for all clients and not only the 1% of wealthy individuals and families. I have a passion for being a trusted advisor for all aspects of my clients' lives, including their closely held businesses. Nothing satisfies me more, both professionally and personally, than helping my clients gain peace of mind over their finances, reach life milestones and goals that impact the lifestyle they want to live, and provide for those individuals and communities that they love. Investments and proper wealth and vision planning are just the tools to help them achieve this, but building lasting relationships with families and businesses is what gets me up each morning and subsequently, keeps me up at night on behalf of my clients.


Andy is a Wealth Advisor serving families and small to lower-middle-market businesses in both Los Angeles and the Central Valley communities. Armed with over twenty years of financial services industry experience, he brings his expert knowledge in investments, wealth planning, and business advisory to his clients and other professional partners such as tax advisors, M&A professionals, and trust & estate attorneys. Prior to joining Highline, Andy established his reputation as a trusted advisor at BNY Mellon and Northern Trust, working as a Senior Wealth Portfolio Manager. In addition, Andy also gained valuable experience as a Fiduciary with client relationship and portfolio management responsibilities at Kayne Anderson Rudnick and US Trust Company in Los Angeles. Andy is a Chartered Financial Analyst (CFA) and Certified Exit Planning Advisor (CEPA). In addition, Andy is a member of Provisors in the Los Angeles chapter.

On a personal note

As a husband and father to two young children, I enjoy spending quality time with my growing family. When I am not spending time with family, you can find me playing golf or traveling. In addition, I love trying new restaurants and tasting fine whiskeys & spirits.


Andy Chong, CFA®, CEPA

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