Andrew Pratt, CFA, CBDA

The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.

Andrew Pratt

Andrew Pratt, CFA, CBDA, joined Wiser Wealth in 2023 and serves as the firm’s Investment Manager. In this role, he is responsible for managing and analyzing client’s investment portfolios, conducting research, and providing investment recommendations. Andrew also leads the firm’s Investment Committee and is an integral part of Wiser Wealth’s Financial Planning Committee. He has over 12 years of experience working in an independent RIA firm’s investment department as an investment research analyst. During this time, he primarily focused on analyzing public market securities, but also gained extensive experience in analyzing client portfolios, asset allocation, and researching other public and private asset classes.

Andrew is a CFA charter holder, and a member of the CFA Institute and CFA Society of Atlanta. Andrew earned his bachelor’s degree in Business from the Georgia Institute of Technology. He received his MBA in Finance from Georgia State University. Andrew has also completed DACFP’s Advanced Certificate in Blockchain and Digital Assets. Andrew has shared his insights and was featured in C-Suite Quarterly-Advisors publication regarding investment portfolio diversification and quoted in a Barron’s article about how digital assets could potentially play a role in multi-asset portfolios.

Andrew lives in Roswell with his wife Caitlin, and his four daughters Charlotte, Cecilia, Clara and Colette. In his spare time, he enjoys spending time with his family, golfing, fishing, and traveling.

CFA_Atlanta logo