Andy Chatham
As the Founder and Partner of Eight Oaks Financial, Andy Chatham has spent over three decades guiding high-net-worth clients toward their financial aspirations. Since beginning his career in 1994, Andy has built his practice on the cornerstone of personalized planning, investment management, insurance strategies, and holistic financial planning.
Andy established Eight Oaks Financial to ensure his clients receive completely unbiased advice and the highest level of service. By partnering with LPL Financial, the Nation's #1 Independent Broker Dealer*, the firm delivers the independence and transparency HNW clients require, backed by the deep resources and technology of a national leader.
Away from the office, Andy embraces the active lifestyle of his home in San Clemente. He enjoys surfing, running, and mountain biking. He is dedicated to his family - his wife, Jodi, their four children, and four grandchildren.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
