Andy Knutson
Branch Manager
Andy entered the securities business in 1992, after a 22-year career as a Naval Officer. He has been with AIG and then Advisor Group since 1994, is the Branch Manager of a SagePoint Financial, Inc. San Diego, CA and Missoula, MT offices, and is a corporate Investment Advisor Representative. Andy completed the academic curriculum for CFP, earned a Bachelor of Science degree in Mathematics and a Master of Science degree in Educational Leadership. He specializes in portfolio management, emphasizing risk management while employing various quantitative tools to assess portfolio, sector, and individual equity risks for portfolios. His practice is focused on the three phases of the investor's life planning, i.e., wealth accumulation, wealth preservation, and wealth distribution.
Andy holds a General Securities registration, Multi State Securities registration, Registered Principal – to supervise other registered individuals, Investment Advisory Representative and Multistate Insurance Licenses