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Retirement Planning Starts Here 👇 Meet CFP® Andy Barton #retirementplanning #cfp #advisors

Name: Retirement Planning Starts Here 👇 Meet CFP® Andy Barton #retirementplanning #cfp #advisors
Uploaded: 2025-05-22T21:00:49+00:00
Duration: 38 s
Channel: Steve Chen
Description: Andy Barton, a CFP® and financial advisor at Bolton, gives a personal introduction: he began college as an accounting major at Ohio State, interned at a…

22 May 2025 · 1 min

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Andy Barton, a CFP® and financial advisor at Bolton, gives a personal introduction: he began college as an accounting major at Ohio State, interned at a registered investment adviser (RIA) in Columbus during his sophomore year which inspired him to switch majors to financial planning, and has since spent his career in financial planning. He highlights strengths in math, budgeting, Excel, markets, and enjoys building client relationships.

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My name is Andy Barton and I'm a financial advisor at Bolton. I started college as an accounting major at Ohio State, but was lucky enough to intern at an RIA here in Columbus, Ohio during my sophomore year and fell in love with the impact you can make in financial planning. I enjoy meeting with and building relationships with clients, and I've always had a special knack for math, budgeting, excel sheets, and the markets. I changed my major to financial planning, graduated college, and I'm fortunate enough I've been in the industry my entire career.