Andrea Schrieffer, CFP®

Wealth Management Advisor

About Andrea

Andrea started working in the finance industry in 2006. She is passionate about being a resource in the financial planning industry. During these challenging times, she is finding people are seeking just that. Andrea commits to helping clients navigate their short, mid and long-term goals with confidence and inspires them to act. The goal for her clients is to gain confidence and clarity with their financial planning, so they can stay focused on what matters most to them and live their fullest life, now and in the future.

Andrea believes education is empowering and is committed to staying abreast on the current and ever evolving financial landscape. She currently holds the following designations, certifications and degrees:

• CFP – CERTIFIED FINANCIAL PLANNER Certification
• CAP – Chartered Advisor in Philanthropy
• RICP – Retirement Income Certified Professional
• ChFC – Chartered Financial Consultant
• CLU – Chartered Life Underwriter
• BS – Finance – Metropolitan State University

Meet with Andie