Financial Advisor
Andrew is passionate about helping others work toward their financial goals. As a financial advisor, he meets with clients to discuss their objectives, as well as monitors and manages their investment portfolios through the implementation of a personalized financial plan and asset modeling. Andrew has worked in the wealth management industry for over a decade.
Andrew earned his bachelor’s degree from Penn State University. He is originally from Bridgewater, New Jersey, but since college, Andrew calls Pennsylvania home. He currently resides in Upper St. Clair and enjoys spending time with his wife, Cara, and their three children.
Certifications:
CERTIFIED FINANCIAL PLANNER™ Professional
Series 6, 7, and 63 registrations held through Private Client Services
Series 65 registration held through Fragasso Financial Advisors.
Insurance licensed, Pennsylvania