Andrew P. Feldman, CFP®, CLU®
Financial Professional
Andy has worked in the financial services industry for over 30 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™ 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 in 2004, 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 and was also the host of his own radio show, Retirement Boss Radio. 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. He was a Syosset School District Board of Education Trustee for six years and is active in charitable functions, community events and youth sports leagues.