Andrew is a co-founder of Regal Wealth Advisors and has nearly 30 years of experience in the tax and financial planning industry working with high-net-worth individuals and businesses. Andrew’s strong knowledge of financial and tax issues allows him to develop comprehensive financial plans that consider all aspects of his client’s lives. His integrated approach to planning includes the areas of estate tax strategies, investment planning and asset allocation, executive compensation, stock options, and retirement strategies.
Andrew writes frequently on financial matters and has had articles published in various trade journals. Andrew has been quoted in:
- The Wall Street Journal
- Investor’s Business Daily,
- Private Asset Management
- Times Magazine
- Barrons Magazine
- CNN Money
Andrew lives in Florida with his wife Wendy and has two children, Jordan and Spencer. Andrew and his daughter are avid skiers, and he shares a passion for martial arts with his son. The whole family enjoys spending vacations together in Vermont.
Certified Financial Planner ®
Certified Public Accountant
Series 7* – General Securities Representative Exam
Series 66* – Uniform Combined State Law Exam
*held with LPL Financial
State University of New York- BS in Accounting
Hofstra University - JD
Andrew is active in helping low-income and under-privileged children train in martial arts.