Lives in Parkland, FL with wife Alysa and two daughters (Alexa and Devin). Enjoys playing tennis, golf and sports with kids along with coaching and fishing in his free time with family. He is a fan of Miami Hurricanes football; enjoys spending time in Marco Island, FL and New England during the summers.
Andrew founded Yale Financial Consulting in February of 2019 after more than 20 years in the industry. His experience with Dow Jones & Company, UBS Financial Services and Ameriprise Financial Services, along with an MBA in finance degree have built the foundation and knowledge necessary to assist all clients with achieving their financial goals through investment strategies tailored for each unique client situation, investment experience and risk tolerance.
Andrew decided to launch his career as a financial advisor because of the severe lack of investing education available and significant misunderstanding of financial markets with many people and knew he could help. He believes that all clients deserve a high level of service and a good understanding of their investments; he prides himself on speaking in plain english to ensure his clients are comfortable and confident with their investment plan.
Experience:
Yale Financial Consulting Inc.
President
2/2019 – Present
Coral Springs, FL
Ameriprise Financial Services, Inc.
Financial Advisor
10/2009-2/2019
Coral Springs, FL & North Haven, CT
UBS
Financial Advisor
4/2007-10/2009
New Haven, CT
Dow Jones & Company
Business Development
1999-2007
Miami, FL
Education:
University of Miami – School of Business
MBA, Finance – 1997
University of Miami
BBA, Business Management - 1993