Client Service Associate
Andrea Medakovic is a Client Service Associate at Waypoint Wealth Partners. She is passionate about the world of Finance, and enjoys being an integral part of the wealth management process for our clients. Prior to joining the Waypoint team nearly two years ago, Andrea worked for eight years in Financial Services for a higher education institution in the Bay Area, managing accounting and financial reporting responsibilities as well as helping university students understand and navigate their finances. Andrea holds an Associate Degree in Business Administration.
What do you enjoy most about your role as a CSA?
I have been in Financial Services for the past decade and love working in this field. I am very analytical and organization-driven, and enjoy both the technical aspects of Finance, as well as working with people and delivering great service to clients and colleagues. I believe financial planning is a crucial part of a successful and satisfying life, and very much enjoy being part of that process for our clients.
What professional accomplishment are you most proud of?
Starting a new chapter of my career in Wealth Management, and learning the industry from the ground up with the help of my Waypoint colleagues.
What personal accomplishment are you most proud of?
Becoming a United States citizen, learning English, completing my education, and living independently since the age of 17.
What do you love to do outside of work?
I love good movies – suspense and mystery are my favorite genres. I also love automobiles and driving – especially on the racetrack. Weekends are often spent on local exploring, particularly around San Francisco, which after living in the Bay Area for 20+ years, still remains my favorite city.