Professional Summary
Professional Overview
Andrew Scheffer is a seasoned Financial Advisor with a strong background in providing comprehensive financial planning solutions to individual and corporate clients. With expertise in investment management, retirement planning, and wealth preservation, he is dedicated to helping his clients achieve their long-term financial goals.
Experience Summary
Current Role
As a Financial Advisor at Core Planning, Andrew is responsible for developing and implementing personalized financial strategies for his clients. He leverages his deep understanding of the financial industry to deliver tailored investment recommendations, tax-efficient planning, and holistic wealth management solutions. Through his consultative approach, Andrew strives to empower his clients to make informed decisions that align with their unique financial objectives.
Career Progression
Prior to his current role, Andrew gained valuable experience as a Financial Consultant at Fidelity Investments, where he provided investment advice and portfolio management services to individual and institutional clients. He also served as a Financial Advisor at Edward Jones, where he honed his skills in developing comprehensive financial plans and building long-lasting client relationships.
In addition to his financial advisory roles, Andrew has entrepreneurial experience as the Founder of The 2 Minute M.O.N.K. Method, a mindfulness-based training program for corporate clients, and Mindfulness Matters: A Corporate Training Solution, where he helped organizations integrate mindfulness practices into their workplace culture.
Academic Background
Andrew holds a Bachelor's degree in Finance from the University of Pennsylvania, where he graduated with distinction. He is committed to continuous learning and professional development, regularly attending industry conferences and completing advanced training in financial planning and investment strategies.
Areas of Expertise
- Investment management and portfolio construction
- Retirement planning and wealth preservation
- Tax-efficient financial strategies
- Holistic financial planning
- Mindfulness-based corporate training and development
Professional Impact
During his tenure at Edward Jones, Andrew was recognized as a top-performing Financial Advisor, consistently exceeding client satisfaction and asset growth targets. His innovative approach to integrating mindfulness practices into financial planning has garnered industry recognition and has helped his corporate clients enhance employee engagement and well-being.
Conclusion
With a strong track record of success in the financial services industry and a commitment to client-centric service, Andrew Scheffer is a versatile and respected Financial Advisor. His blend of technical expertise, entrepreneurial spirit, and focus on holistic financial wellness makes him a valuable asset to his clients and the industry as a whole.
