Financial Advisor
As a financial advisor, Andrew 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. His strong interest in financial planning began with his first job as a teenager. From the start, Andrew has been passionate about the concept of earning a paycheck and planning how to manage the money. This led to his desire of helping others with their personal financial goals.
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 enjoys spending time with his wife, Cara, and their three children. Andrew is a volunteer coach for his son’s recreational soccer and baseball teams in Upper St. Clair.
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