CFP®, Series 7 Securities Registrations*, Series 66 Advisory Registrations§
Andrew has held multiple roles in the financial sector before reaching the position of Financial Advisor. The most recent of these roles was Research Assistant, where he worked closely with the Investment Committee on conducting quantitative research, analysis, and thoughtful modeling. In his current role, Andrew maintains all aspects of the client relationship, including conducting client review meetings. He actively monitors clients’ investments and overall portfolio performance to ensure clients remain on track as they work toward their long-term financial goals.
While earning his bachelor degrees, he also received the highest possible scholastic honors for a student attending an AACSB Accredited University. He is also a published writer and an accomplished pianist.
- CERTIFIED FINANCIAL PLANNER™ Professional
- BS - Finance & Financial Planning, William Paterson University
Andrew serves clients at our Parsippany, NJ office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.