Andrea Ringlein

Andrea Ringlein is an Associate at Choreo's Petaluma office, where she is a key member of the Advisory team. In her current role, Andrea focuses on developing comprehensive wealth plans and providing ongoing support to the firm's financial advisors, ensuring high-quality client service and tailored investment strategies.

Her investment work centers on personal wealth management, predominantly serving high-net-worth individuals and families. Andrea's responsibilities include client portfolio administration, coordination of financial planning, and support across various asset classes, with a particular emphasis on retirement planning, estate planning, and long-term investment solutions for individual investors.

Andrea previously held positions as a Client Services Associate at Enso Wealth and as an Associate Center Director at Lindamood-Bell Learning Processes, where she strengthened her organizational and client-facing skills. She holds a Master of Arts in Counseling from Sonoma State University and a Bachelor of Arts in Economics and Global Studies from UCLA, blending quantitative acumen with a deep understanding of client needs. Her diverse background enables her to guide clients through complex financial decisions while maintaining a compassionate and consultative approach.