Awa Wealth Management

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

22 Years

in Business

(530) 222-8028Call Visit WebsiteVisit Website Map & DirectionsDirections2650 Larkspur Ln Ste FRedding, CA 96002 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Awa Wealth Management

Tax Planning
T.J. joined the team at AWA Wealth Management in January of 2004. She graduated from Simpson University with a Bachelor of Arts in Business & Human Resources Management in 2005. She completed her FINRA Series 6 & 63 and became a Registered Administrative Associate in 2011. She holds these licenses through LPL Financial. In 2013, T.J. also completed her studies to become an Enrolled Agent with the IRS. She provides a vast range of client customer service needs, as well as assisting the advisors with tax planning for our clients. T.J.’s experience and professionalism ensure the quality of care and service you would expect from our team. She always strives to provide the best service she can to each of our clients. While not in the office, T.J. enjoys many outdoor activities. Her favorite hobbies are camping, hiking, and fishing with her family and friends.

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Neighborhoods: Enterprise, Hilltop, Reservoir
AKA: AWA Wealth Management LLC
Other Link: https://autodiscover.web.lpl.com/autodiscover/autodiscover.xml
Categories: Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments

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Details

Phone: (530) 222-8028

Address: 2650 Larkspur Ln Ste F, Redding, CA 96002

Website: https://autodiscover.web.lpl.com/autodiscover/autodiscover.xml

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Awa Wealth Management

Tax Planning
T.J. joined the team at AWA Wealth Management in January of 2004. She graduated from Simpson University with a Bachelor of Arts in Business & Human Resources Management in 2005. She completed her FINRA Series 6 & 63 and became a Registered Administrative Associate in 2011. She holds these licenses through LPL Financial. In 2013, T.J. also completed her studies to become an Enrolled Agent with the IRS. She provides a vast range of client customer service needs, as well as assisting the advisors with tax planning for our clients. T.J.’s experience and professionalism ensure the quality of care and service you would expect from our team. She always strives to provide the best service she can to each of our clients. While not in the office, T.J. enjoys many outdoor activities. Her favorite hobbies are camping, hiking, and fishing with her family and friends.
Charitable Giving
While our investment plan sets the foundation of your financial house, the Advanced Plan looks beyond investments to address other financial issues that may be critical to you for reaching all your financial goals. These include wealth enhancement, wealth protection, wealth transfer, and charitable giving. As your personal chief financial officer, my team and I will help you take care of these issues.
Roth IRA
Income Tax
As wealth advisors, we know the big-picture perspective on tax planning, but an accountant has much more detailed, day-to-day knowledge of income taxes, and are able to make specific recommendations to mitigate these taxes.

Investment Management
Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting in 2021. He has nearly three decades of industry experience, including serving as an investment officer with two public pension funds. Tim’s history with portfolio management and trading, project management, across industrial channels, further deepens his breadth of expertise. With the goal of consistently refining and improving the investing experience, his team-centered approach is aimed at boosting productivity and delivering the highest level of service to advisors and their clients. Tim’s interests include playing basketball, fishing with his brothers, and spending free time with his family and Labrador retriever.
Mutual Funds
Wealth Management
At AWA Wealth Management, we want you to be successful, whether you're a partner or not. Please download our free resources, put them to use and share them with your friends.

Financial Planning
Most people think all financial planners are “certified”, but this isn’t true. Just about anyone can use the title “financial planner”, however, only those who have fulfilled CFP® Board's rigorous requirements can call themselves a CFP® professional. Partnering with an experienced, knowledgeable CFP® professional gives you a financial planning partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Retirement Planning
Derrick Andrews is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CERTIFIED ESTATE PLANNER™. Since 1988, Derrick has been successfully helping families with financial planning, wealth management, life and long-term care insurance needs as well as wealth transfer strategies. Derrick has been known for using his “Big Picture” approach to retirement planning which seeks the success of your retirement plan through good and challenging economic times.
Annuities
Long Term Care
College Funding

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