Andrew Pincus, CFP®, JD, CPA

Andrew Pincus, CFP®, JD, CPA

Financial Advisor & Planner

Phone: 561-288-6185
Mobile Phone: 732-718-5655
E-mail:
 

Andrew Pincus, CFP® is a Financial Advisor & Planner with Regal Wealth Advisors.  He has been in the tax and financial planning industry for nearly 20 years, serving South Florida and the New York tri-state area.  Andrew works with high net worth individuals and businesses taking an integrated approach to planning. His extensive experience includes estate tax reduction, investment planning and asset allocation, executive compensation, stock options, and retirement strategies.

This experience, along with his strong knowledge of financial and tax issues, allows Andrew to look at a client’s situation from a variety of perspectives.  His breadth of knowledge and experience make him sensitive to all aspects of developing a comprehensive financial plan.  Andrew shares, “Throughout my nearly 20 years in the financial planning business, I have focused on stewardship of my clients’ financial lives.  Stewardship encapsulates the real value of a client relationship, and strives to focus on unbiased advice and recommendations to help clients and their families achieve their goals, manage volatility, and pass wealth to future generations tax-efficiently.  Our clients truly have a partner to help navigate the multitude of financial issues they encounter during their lives, and that is the value of a relationship with Regal.”

Andrew writes frequently on financial matters and has had articles published in various trade journals. He has also been quoted in The Wall Street Journal, Investor’s Business Daily, Private Asset Management, Time Magazine, Barron’s, CNNFN, and other financial publications. Andrew is a frequent lecturer, addressing varied organizations, lawyers, and accountants.

Andrew's professional associations include the Financial Planning Association and the New Jersey Society of Certified Public Accountants.  He has also served as an active member of New Jersey’s State Financial Planning Committee, and is a current member of the Broward County, Florida Financial Planning Association.

Andrew received his BS in Accounting from the State University of New York at Albany and his JD from Hofstra University Law School. He is also a Certified Public Accountant and is a Certified Financial Planner™ professional. He is admitted to the practice of law in New York and New Jersey.

To best serve all his clients, Andrew divides his time between his Florida and NJ offices.  He lives in Coral Springs, FL with his wife, Wendy, daughter, Jordan, and son, Spencer.  He and Jordan are avid tennis players, and Andrew and Spencer share a passion for taekwondo.