Andrew E. Carrillo

CFP®, AWMA®, CRPC® CERTIFIED FINANCIAL PLANNER™ professional

andrew.carrillo@barnettcapitaladvisors.com • 305-328-8538
Andrew Carrillo is a Certified Financial Planner and the President and Founder of Barnett Capital Advisors. He began his career at a Fortune 500 firm but soon decided to become an Independent Financial Advisor, recognizing it would better serve his clients.

Throughout his career, he has earned several designations, including Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®). These titles require advanced financial planning studies and adherence to a strict professional code.

The CFP designation, in particular, holds great respect in the industry because it emphasizes competence, ethical conduct, and clear client communication. As a CFP designee, Andrew ensures that his clients consistently receive top-tier care.

Furthermore, in his role as both a Certified Financial Planner designee and Investment Advisor, Andrew Carrillo upholds the fiduciary standard, which represents the highest legal obligation for client care. He always prioritizes his clients’ interests, firmly believing that their success is his own.

He holds a degree in International Affairs, focusing on Finance, from Florida State University. Additionally, he completed the Portfolio Management and Investment Strategies Program at the Wharton School of the University of Pennsylvania.

His client base primarily consists of high-net-worth individuals, families, retirees, pre-retirees, and institutions.

Outside of work, Andrew enjoys spending time with his family. Moreover, he continually stays up-to-date on economic and financial topics. Although he was born in New York, he has lived in South Florida for 20 years and currently resides in Miami.

Education

  • Bachelors Degree Finance/International Affairs Florida State University
  • Wharton School of Business Portfolio Management & Investment Strategies Program
  • Certified Financial Planner™ (CFP®)
  • Accredited Wealth Management AdvisorSM (AWMA®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • FINRA Series 66 Investment Advisor License
  • Dave Ramsey Endorsed Local Provider/ SmartVestor Pro

To view Andrew’s  CFP® profile click here 

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