Andrew Busa | Boston, MA Financial Planner | Adviser Investments
Andrew Busa
Manager of Financial Planning
617.321.2200 Contact Andrew
617.321.2200

Andrew Busa

Manager of Financial Planning


Background Experience

Andrew joined Adviser Investments in 2018 as a financial planner. He works closely with portfolio executives to develop custom-tailored strategies for each client’s unique situations. 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 and earned his Certified Financial Planner™ (CFP®) designation in 2017. Deciding to further his studies in financial planning, he graduated from the College for Financial Planning in 2020 with a Master’s degree in Personal Financial Planning. 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.

Certifications

MSPFP, CFP®, MPAS®, CCFC

The Best Financial Advice I Ever Received

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.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization
Education Planning

Andrew's Insights

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