Andrew joined Adviser in 2018. He works closely with wealth advisors 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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC