Andrew is a CERTIFIED FINANCIAL PLANNER™ Professional and lead financial planner with a specialization in working with clients with equity compensation, young professionals, individuals nearing or at retirement, and special needs families. Andrew is dedicated to understanding the values and goals of clients through a customized approach that addresses the potential challenges and opportunities while also helping them live their most fulfilling lives. Within the financial planning profession, Andrew is an active member with the National Association of Personal Financial Advisors (NAPFA) and served as the national chair of NAPFA Genesis from 2015 to 2016. He has also served as a volunt