Investa Financial Planning Launches in Bay Area by Founder Andrew Kessler, CFP®, MBA

LIVERMORE, Calif., March 22, 2023 ~ Andrew Kessler, CFP®, MBA, has launched his new financial planning firm, Investa Financial Planning. The Bay Area-based firm has partnered with RFG Advisory, an award-winning platform for independent financial advisors with cutting-edge technology and comprehensive support.

Kessler believes that this next step in his entrepreneurial journey will allow him the freedom to create a client experience tailored to their needs utilizing the tools and resources RFG Advisory integrated into their platform.

"I have always valued entrepreneurship and independence," said Kessler. "I watched my father build his business from the ground up. Independence offers the opportunity to create an experience for my clients that aligns with their values, goals, and needs. It's a dream come true."

The name "Investa" is derived from a combination of Roman Mythology and elements of the financial industry. Vesta is the Roman Goddess of Home and Hearth, which represents the goals or dreams of clients. The purpose of Financial Planning is to help clients reach their goals, which in many cases can be synonymous with finding peace and home. The mechanism through which wealth can be created is through investing, which is where In becomes a part of the name.

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Kessler graduated from the University of Massachusetts with a Bachelor's Degree in Communications before earning his MBA from California State University, East Bay. He has spent the last decade serving clients in the financial services industry and lives in Northern California with his wife Whitney where they are able to spend as much time as they can outdoors and staying active while also fostering dogs who are in shelters around the area and supporting local animal shelters through fundraising, community awareness, and education.

RFG Advisory has a network of over 90 independent financial advisors just shy of $3.7 Billion under management (*as of November 2022). They have recently been awarded several honors including Top 100 RIA in America according to Forbes | Shook Research; Non-Custodial RIA Support Platform of the Year; InvestmentNews Innovation Award Finalist; Barron's & Money Management Institute nominated RFG Advisory for Doing Good; InvestmentNews Best Places to Work for Financial Advisors; ThinkAdvisor Luminary for Thought Leadership & Education; among others (*For more information on RFG's awards please click here).

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Investa Financial Planning offers advisory services offered by Investment Advisory Representatives of RFG Advisory LLC ("RFG Advisory" or "RFG"), a registered investment advisor however Investa Financial Planning and RFG Advisory are unaffiliated entities. No advisory services may be rendered by RFG Advisory unless a client agreement is in place as SEC registration does not constitute an endorsement nor does it indicate that any associated investment advisory representative has attained a particular level of skill or ability.

For more information about Investa Financial Planning please visit or contact Andrew Kessler at (925) 418-1746 or 1400 Urban Center Drive Suite 475 Vestavia Hills AL 35242
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