Andrew Kulha Dir Estate Strategy Mission Wealth

Andrew Kulha

In by Mission Wealth

Andrew Kulha Mission Wealth

Andrew Kulha

JD, CFP®

Director of Estate Strategy


Andrew Kulha Mission Wealth

Andrew Kulha

JD, CFP®

Director of Estate Strategy

"Planning is bringing the future to the present so you can do something about it now."

Role at Mission Wealth

Andrew serves as the Director of Estate Strategy at Mission Wealth. He works to effectively build out and lead the Estate department in identifying and developing estate planning and legacy solutions that benefit our client base throughout the country. Andrew provides comprehensive estate strategies and financial advisory services to help high net-worth individuals and their families achieve their long-term goals. His experience includes cash flow management, tax planning, employee benefits, retirement planning and estate planning. Andrew loves helping clients have a piece of mind knowing that they have the right plan to protect, preserve as much of their estate outside of any tax and expense programs, and empower the people in their lives once they pass on.


Andrew has had personal experience when a family member has an estate plan in place and when one hasn't. He has seen what a relief it is for all family members when there has been planning and what happens when there hasn't. Andrew loves helping clients have a piece of mind knowing that they have the right plan to protect, preserve as much of their estate outside of any tax and expense programs, and empower the people in their lives once they pass on.

Contact Information

Department:

Advisory Team, Strategy Team

Professional Background

Prior to becoming a Director of Estate Strategy at Mission Wealth, Andrew was a wealth advisor for Mariner Wealth Advisors and a principal at Patriot Wealth Management, Inc. Before Patriot, Andrew practiced law and operated his own law firm, which was acquired by McCulloch & Miller, PLLC. Andrew began his career at Kenwood & Associates, PC and began his legal career in the contracts department of Rosemount Analytical, Inc., a subsidiary of Emerson Electric.


Andrew has a Bachelor's degree with honors in Government and German from the University of Texas. He has a Juris Doctorate degree from the Dale E. Fowler School of Law at Chapman University. Andrew is a licensed attorney and a member of the State Bar in both Texas and California. He is a member of the Houston Economic Financial Forum and the Houston Young Lawyers Association, Houston Young Lawyers Foundation, Houston Professionals and Young Professionals in Finance - Houston. Additionally, he earned his CFP certification from the University of Georgia Terry College of Business.

Credentials

Personal Pursuits

Andrew volunteers with Read to Succeed, a program where licensed attorneys read to third grade students at a disadvantaged school in Houston's East End. Andrew is a huge fan of the Texas Longhorns, the Rockets, and Astros. He is a member of St. Thomas More Catholic Church and his hobbies include college football, DIY projects, bad Netflix shows, and amateur astronomy.

Outside of the office, Andrew volunteers with the Houston Young Lawyers Foundation Fellow, Houston Young Lawyers Read to Succeed Program, and the Houston Food Bank.


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