Andrew Rafal has dedicated his professional career (almost 2 decades) to helping families and business owners achieve their retirement dreams through proper financial planning. As a thought leader in the financial services industry, he has been featured in The Wall Street Journal, Forbes, CNBC, The Washington Post, Yahoo, and more.
The firm he founded, Bayntree Wealth Advisors, was built on the belief that everyone deserves a plan to get them to and through retirement. He also is the host of the Your Wealth and Beyond podcast, a show that strives to simplify the financial world and inspires listeners to find purpose in what matters most.
Additionally, he is the author of two books, Climbing the Retirement Mountain and The Heartful Retirement: Your Journey to What Matters Most.
Andrew holds a business degree from the Richard T. Farmer School of Business at Miami University in Oxford, Ohio, and is a member of Ed Slott’s Master Elite IRA Advisor Group™; an organization of financial professionals dedicated to being leaders in the IRA industry.
He is also a member of the Arizona chapter of Entrepreneurs’ Organization (EO)- a worldwide network of 14,000+ like minded business leaders with a goal of helping entrepreneurs reach their full potential.
Beyond the office, Andrew is actively involved in various local Phoenix charities and most mornings can be found riding his road bike through the beautiful Arizona landscape.
As a native Clevelander, Andrew learned the value of hard work from a young age and started his first business in high school: Rafal’s Superior Window Cleaning. He is passionate about all Cleveland Sports and hopes one day to pay an exorbitant amount of $$$ to watch the Browns in the Super Bowl.
“Financial independence in retirement begins with a dream and ends with a plan.” – Andrew Rafal
