Andy Byron, CFP®, MBA

President | Senior Financial Advisor | Principal

Andy Byron is passionate about getting people to dream big and then building the financial plan that helps them achieve those dreams. Over the course of his career, he has seen the profound impact that a robust financial plan can have for clients. By creating a lifetime plan that can adapt alongside a client’s transitions, he finds joy in the peace of mind that he and his team help provide.

Andy has long believed in the power of planning in general, seeing it as central to achieving a successful and fruitful life. Indeed, it was careful and diligent planning that helped him successfully buy two companies and sell one. Here at HC Financial Advisors, he has combined his advocacy for both people and planning to help build a firm that is not only growing but is personally gratifying.

As our president and a senior financial advisor, Andy is responsible for ensuring that each team member provides superlative service to our clients. He also oversees our firm’s growth, budget and cash flow management. Perhaps most importantly, he has a passion and a gift for helping others, and he finds happiness in helping clients understand where they want to go and how they can get there.

Away from the office, Andy is the treasurer for Aruka House, a nonprofit organization that provides transitional housing and skill development for recently incarcerated and homeless men in the East Bay area. He and his wife of 37-plus years live in Pleasanton, enjoy time with their children and grandchildren, and enjoy a full life that includes golf, traveling, hiking, and serving.

Education and Certifications

  • CERTIFIED FINANCIAL PLANNER™ Certification, CFP Board of Standards

  • MBA, Finance, Santa Clara University

  • Bachelor of Arts, English and Religion, St. Olaf College

Memberships and Community Involvement

  • Member, Financial Planning Association (FPA)

  • Treasurer, Aruka House