
Cfp Andrew Head
Andrew J. A. Head, MAAE, CFP brings nearly 20 years of financial services experience to his roles at... | Bowling Green, Bowling Green, United States
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Cfp Andrew Head’s Emails an****@wk****.edu
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Cfp Andrew Head’s Location Bowling Green, Bowling Green, United States
Cfp Andrew Head’s Expertise Andrew J. A. Head, MAAE, CFP brings nearly 20 years of financial services experience to his roles at Western Kentucky University. Originally joining the faculty of the Department of Finance in 2010 as Executive-in-Residence, he transitioned to Assistant Professor in 2015, and was promoted to Associate Professor, with tenure, in 2021. Andrew is the founding and current Director of the WKU Center for Financial Success, managing various financial literacy programs, including a peer-financial-counseling clinic that currently employs six students working as Financial Success Counselors. He is also the founding and current Faculty Advisor to the WKU Financial Planning Association Student Chapter. Professor Head currently teaches courses in Personal Finance, Income Tax Planning, Risk Management & Insurance Planning, and Financial Planning Practice Management. He served as the WKU (CFP Board Registered) Financial Planning Program Director from 2011-2015, and remains actively involved in program design and leadership. Andrew is Managing Principal and a practicing financial planner with Journey Financial Management, LLC, a KY-registered RIA. Andrew has prior professional experience working in banking and trust in addition to extensive roles with wirehouse and independent advisory firms, both in the US and abroad. Andrew is the co-author of more than 15 chapters for the CFP Board Financial Planning Competency Handbook, 1st, and 2nd editions, and has represented CFP Board as a judge for the National Financial Planning Challenge competition at both the 2015 and 2016 FPA BE Conferences. Media inquiries and speaking requests can be directed to either [email protected] or 270-303-9564.
Cfp Andrew Head’s Current Industry Western Kentucky University
Cfp
Andrew Head’s Prior Industry
Pritchard Stockbrokers
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Bb And T
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Investment Planners Inc Ipi Wealth Management
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Wachovia Securities
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Argent Trust
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Myers Investment
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Journey Financial Management
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Western Kentucky University
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Work Experience

Western Kentucky University
Associate Professor of Finance
Thu Jul 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Western Kentucky University
Director, WKU Center for Financial Success
Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Western Kentucky University
WKU Financial Planning Program
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Western Kentucky University
Director, Financial Success Initiative
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Western Kentucky University
Assistant Professor of Finance
Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Journey Financial Management
Managing Partner | Financial Planner
Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Myers Investment
Senior Financial Planner
Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Argent Trust
VP Financial Advisor
Fri Dec 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Wachovia Securities
Financial Advisor
Mon Mar 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Investment Planners Inc Ipi Wealth Management
Intern
Wed Aug 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Bb And T
Bank Teller
Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Pritchard Stockbrokers
Intern
Sat May 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)