Andrew P. Feldman, CFP®, CLU

Registered Representative, Investment Advisor Representative - Cambridge Investment Research, Inc.

Andy has worked in the financial services industry for over 25 years.  He has earned the Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards in Denver, CO and the Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, PA. He has obtained the FINRA Series 6, 7, 26, 63 and 65 securities licenses and is licensed for life and health insurance. Prior to starting his own firm, Andy was a financial advisor with J.P. Morgan Chase in New York City.  He is a member of the Financial Planning Association, the Financial Services Institute and is a member of the Executive Council of several mutual fund firms. Andy has given lectures to several groups on various financial planning topics. He is a graduate of the Eli Broad College of Business at Michigan State University and served on the Board of Directors of the Greater New York Alumni Association for nine years.

Andy resides on Long Island with his wife and two sons.  He is a Syosset School District Board of Education Trustee, and is active in charitable functions, community events and youth sports leagues.    

Andy appreciates the opportunity to present these products and services to you. Please feel free to ask any questions you may have, or express any concerns. The best way to do this is through a personal consultation. This is offered on a complimentary basis with no further obligation. Potential clients are strongly encouraged to take full advantage of this. To contact us, please click here.