Qualifications

Andrew holds the following licenses and designations to help serve your needs:

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Chartered Life Underwriter® (CLU®) designation is a respected designation of insurance expertise and provides in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

Retirement Income Certified Professional® (RICP®) educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.

The RICP® designation will provide Andrew's clients with confidence that he is well-educated in the fields of Social Security income, pension planning, portfolio distribution, Medicare, The Affordable Care Act, required minimum distribution laws, and taxes that today's retirees will face during retirement.

Series 6, 63 and 7 Licensed

Life/Health/LTC Insurance Licensed