Andre Lister, AIF®, CRPC®

Andre Lister, AIF®, CRPC®

WEALTH MANAGEMENT ADVISOR

Expertise

  • Portfolio Management
  • Retirement Plans
  • Corporate Cash Management
  • Insurance & Annuities
  • Financial Planning

Education

  • BA, Accounting & Finance, Franklin & Marshall College

Andre Lister is a Wealth Management Advisor with Tallus Capital Advisors. Since 2002, Andre has served as a financial advisor to individuals, businesses, and retirement plans. Co-Founding the Tallus companies in 2009, Andre wanted to create a company that allowed advisors to do their absolute best for clients. The core principals in Andre’s practice include: dedication, trust, and understanding. Andre will help guide you down the path toward your financial goals, so you can achieve and focus on what’s most important to you.

Andre holds the Accredited Investment Fiduciary® and Chartered Retirement Planning Counselor® designations. Through continuing education, Andre works to stay informed on the ever-changing investment and financial landscape.

Outside of the office, Andre loves to enjoy the outdoors with his wife and young son. Living on the island of Kauai provides many opportunities for his family to explore and learn about the land and great ocean surrounding them.

 

Andre's community involvements include:

  • Kauai Chamber of Commerce – Member