Andrew joined Adviser Investments in 2018 as a financial planner. He works closely with portfolio executives to develop tailored strategies for each client’s unique situation. Andrew graduated from the University of Massachusetts Amherst with a B.S. in economics and began his financial career as a portfolio analyst at Wingate Wealth Advisors. After gaining investment management experience, Andrew decided to focus exclusively on personal financial planning. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2017 and earned a master’s degree in personal financial planning from the College for Financial Planning in 2020. He has particular interest in behavioral finance and how to effectively plan for the different stages of life. Andrew lives with his wife in Woburn, MA, and enjoys playing guitar, reading, and spending time with his friends and family.
MSPFP, CFP®, MPAS®, CCFC
Money’s just a tool to help you achieve your goals. Start by asking yourself the question, “Why is money important to me?” Let the answer guide the rest of your financial plan.
85 Wells Avenue, Suite 109Newton, MA 02494
* All times are EDT
Retirement Planning Cash Flow Planning Medicare Planning Pension Analysis Social Security Analysis Employee Benefits Maximization Education Planning
For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.