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Andy Andrews

CFP®

Financial Planner
About Andy Andrews

Before joining Heritage, Andy worked as a Financial Planner at First Command Financial Services. Born and raised in Jacksonville, Florida, before Andy left home to join the United States Army. Through humble beginnings and through life in the Army, Andy came to realize that most people are rarely taught about personal finance. After spending most of his free time in Afghanistan reading finance books, he knew he had to pursue his passion, a career in Financial Planning. With seven years of experience and serving in multiple positions, Andy finds himself waking up each day eager to help clients in their pursuit of financial security.

Certifications
  • CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
  • Series 7, 24 & 66 Registered
  • Life & Disability
Education
  • B.S. Liberal Arts and Sciences/Liberal Studies, Excelsior University
Community Involvement
  • Musician for Tuxedo Junction Big Band

CRN-5358804-121922

Primary Clients or Industries
Business / Corporations
Business Owners / Corporate Executives
Educational and Medical Institutions
High Net Worth Individuals and Families
State & Local Governments
Widows and Divorcees
Primary Service Areas
Asset Management
Business Owner Planning
Comprehensive Financial Planning
Education Planning & Funding Strategies

Estate Planning Strategies

Group Retirement Planning
Personal Risk Managaement
Retirement Planning

239-202-1999

Connect Via LinkedIn

Primary Address

P.O. BOX 366369
BONITA SPRINGS, FL 34136

Secondary Address

2381 FALLGLO STREET
NAPLES, FL 34120