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Andy Andrews

CFP®

Financial Planner

Office Address:
999 Vanderbilt Beach Rd, Suite #355
Naples, FL 34108

Mailing Address:
P.O. Box 366369, Bonita Springs, FL 34136-6369

About Andy Andrews

Before joining Heritage, Andy worked as a Financial Planner at First Command Financial Services. Andy was born and raised in Jacksonville, Florida, before leaving 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
  • Series 7, 24 & 66 registered
  • Life & Disability Insurance licensed
Education

 

  • B.S. Liberal Arts and Sciences/Liberal Studies, Excelsior University
Andy Andrews's Team
Caitlin Close

Caitlin Close

Administrative Assistant

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