As a Financial Advisor, Financial Services Executive, and Investment Advisor Representative, I am dedicated to helping individuals, families and small businesses build, grow, and protect their wealth, lifestyle, and financial futures, never forgetting what’s important to them. Using a comprehensive approach, I help my clients to define their specific financial goals and investment objectives. Working together, we will formulate a long-term plan to meet these goals.
I believe that exceptional and timely service is paramount. I strive to create an experience that reflects the respect I have for my clients, and the trust that they place in me.
My practice is built to enrich lives by providing quality financial advice, education, and customized solutions. As a financial advisor, I offer a wide range of strategies and services including:
- Retirement Planning
- Wealth Management Services
- Estate Conservation Strategies
- Insurance
About Andrew
Born and raised in Montclair, New Jersey, Andrew has an extensive background in finance, capital markets and investment management. Andrew graduated summa cum laude from Drew University with a BA in economics. Andrew also has a MBA in Finance from Columbia University Business School and holds the RICP designation (Retirement Income Certified Professional®). Today, Andrew teaches financial education at many major US companies.
Andrew began his Wall Street career in 1992. For nearly 30 years, Andrew traded fixed income securities, analyzed companies as a buy-side equity analyst, and managed client portfolios. Before joining Barnum Financial Group in March 2014, Andrew spent 12 years as a Managing Director at Wells Fargo, where he was a senior relationship manager in the Institutional Equity group working with some of Wells Fargo’s most highly regarded hedge fund, state pension fund and traditional mutual fund clients.
Outside of work, Andrew is a competitive golfer. Andrew currently resides in Montclair with his wife, son, daughter, and French bulldog.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.