Andres Cartaya

Andres Cartaya, CFP®
Officer Financial Consultant Truist Investment Services, Inc.

11253 N. 56th St

Temple Terrace, FL 33617-2233

andres.cartaya@truist.com

Phone (813) 318-3444

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About me

Background

Andres Cartaya is a Financial Consultant for Truist Investment Services, Inc. with a broad set of comprehensive wealth management skills. Andres and his team focus on helping to increase the enjoyment, fulfillment, and meaning in their clients lives by delivering prudent investment management, risk management, and financial planning.

Andres's focus is on recommending strategies with his clients’ needs and goals in mind. His approach is highly personalized, allowing him to comprehensively evaluate his clients’ objectives and develop a customized plan to address their specific needs.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of International Business, Hough Graduate School of Business
University of Florida 2022
BSBA Finance, Warrington College of Business
University of Florida 2022

Personal Interests

Andres, a proud native of Tampa Bay, is deeply committed to improving his community through his involvement in various philanthropic endeavors. He volunteers as an assistant soccer coach at his alma mater, Jesuit High School, serves as a “Big” for Big Brothers/Big Sisters of Tampa Bay, and is an ambassador for the Tampa chapter of Young Catholic Professionals. In his free time, he is an avid sports fan, enjoys traveling, and maintains an active lifestyle. He also enjoys spending quality time with his family and close friends.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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