Andrew Jones

CFA, BEng

Andrew is equally comfortable speaking the three languages of code, product, and corporate finance. His career path is unique: from embedded systems design engineer, to 10 years in product line management, to technology company transaction advisory.

Andrew co-founded Garibaldi Capital Advisors (12 deals since 2013) prior to spinning out Cardin Partners. He has advised and invested in technology companies for two decades, serving as an angel investor and Private Equity Limited Partner.

Today, Andrew channels that operating and advisory experience into fee-only financial planning for entrepreneurs and high-income professionals — people who, like him, understand the intersection of business and personal finance.

CFA Charterholder BEng — Engineering Angel Investor PE Limited Partner

Work With Us

Ready to build your plan?

We work with a limited number of clients to ensure each engagement receives the depth and attention it deserves.

Get in Touch