Andy Barkate

Andy Barkate is dedicated to helping retirees and pre-retirees achieve their financial goals with personalized retirement strategies designed for lasting confidence.

With over 40 years of experience in financial planning, Andy creates custom solutions that focus on income stability, tax reduction, and asset protection—providing clients with clarity and reassurance as they plan for a secure future. Motivated by a passion to guide others to financial security, Andy was drawn to financial planning early in his career. He is known for simplifying complex financial concepts, so his clients feel informed and empowered as they prepare for retirement. Andy holds a master’s degree in financial planning as well as certification in tax planning and is widely recognized as a leader in his profession. He hosts the “Retiring in America” radio show every Saturday on KNZR 1560 AM & 97.7 FM, and anchors “Retiring in America,” a TV segment featured on KBAK and KGET, Bakersfield’s major network affiliates, every weekend. Andy is the author of two books, “Retiring in America” and “Retiring in America 2.0,” where he shares practical retirement advice, and is a member of the Forbes Financial Council. A proud resident of Bakersfield for over 40 years, Andy has served as chairman of the Bakersfield Dream Home Committee for 23 years, supporting St. Jude Children’s Research Hospital. Family is central in Andy’s life—he and his wife, Tracey, have enjoyed 38 years of marriage and cherish time with their two sons, daughter, and three grandchildren.