Celebrating 25 Years: Andy Gitipityapon’s Journey in Wealth Management
Published On :
Andy Giti
Andy Gitipityapon’s career began in banking in 1997, leading to a distinguished career in wealth management. With more than two decades of experience under his belt, Andy provides expertise in retirement planning, insurance, managed accounts, wealth transfers, DSTs, and tax-free wealth solutions for high-income earners today.
From Banking to Securities to Wealth Management
Andy moved from the banking industry to the securities business in 1999 when he joined Great Western Bank (GWB). He served as Senior Vice President at GWB, later when Washington Mutual acquired the company and also when acquired by Chase Bank. During Andy’s 10-year career with Washington Mutual/Chase, he received numerous Leader Circle and President’s Club awards.
After a decade, Andy moved to Citigroup Global Markets, accepting a position as Senior Financial Advisor. He managed his own book and led a team.
In 2019, he joined Western International Securities (WIS), where he is currently a wealth manager. The Westlake Village, California-based WIS became Atria Wealth Solutions and was then bought by LPL Financial in September 2024.
As a wealth manager, clients not only rely on Andy’s expertise but also his unwavering commitment to putting their best interests first. This is what distinguishes him in the field of wealth management. He takes his fiduciary responsibilities seriously, with a transparent approach that is critical in all client relationships. Andy Gitipityapon ensures his clients understand everything he does and the logic behind his decisions so that they are comfortable and content with how he manages their money.
His clients also value Andy’s level of customer service. He is dedicated to understanding each client’s goals and challenges and takes the time to discuss their needs today and their future expectations.
His Wealth Management Services
Andy Gitipityapon provides clients with a portfolio of wealth management services and products, including investment strategies, estate planning, business succession planning, asset-protection planning, and charitable tax planning. He also provides clients with tax planning strategies to minimize tax liabilities and maximize after-tax income.
Jesse Pitts has been with the Global Banking & Finance Review since 2016, serving in various capacities, including Graphic Designer, Content Publisher, and Editorial Assistant. As the sole graphic designer for the company, Jesse plays a crucial role in shaping the visual identity of Global Banking & Finance Review. Additionally, Jesse manages the publishing of content across multiple platforms, including Global Banking & Finance Review, Asset Digest, Biz Dispatch, Blockchain Tribune, Business Express, Brands Journal, Companies Digest, Economy Standard, Entrepreneur Tribune, Finance Digest, Fintech Herald, Global Islamic Finance Magazine, International Releases, Online World News, Luxury Adviser, Palmbay Herald, Startup Observer, Technology Dispatch, Trading Herald, and Wealth Tribune.
