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Home > Business & Finance > Financial Planning > ASH Advice
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ASH Advice
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Financial Planning
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Rating:
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Languages:
English
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Andy has over 17 years of experience working with clients to help organize their financial garages.
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Degrees
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Bachelors of Science, Finance Concentration, Graduate School courses taken on Financial Planning and Taxation, Registered Investment Advisor
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My Expert Service
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Many investors get overwhelmed by all the information and terms turned out by Wall Street. My goal for investors is to clear away all the bad information and break information down to what you really need to know. Most investors have what I believe is the equivalent to a cluttered garage. You should have one brokerage firm, also known as the garage. Preferably a firm such as Charles Schwab or Fidelity. I then help you take your cluttered accounts such as your IRA’s, old 401ks, Trusts etc. and organize your financial garage. Once you have a coherent plan you are well on your way to a much more prosperous future. My goal is take my almost two decades of Wall Street experience and help people get back on the right path.
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Experience & Qualifications
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Andy has over seventeen years of investment industry experience. Most recently, Andy served as Vice-President at one of the largest independent advisory firms in the United States. He focused his efforts on research, client relationship management and business development. Andy was directly involved in the portfolio construction of over 700 million dollars for private clients and foundations.
Earlier in his career, he managed a trading department. In that capacity, he advised many C-level Fortune 500 company executives on trading strategies for their individual employee stock option plans.
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Available Modes Of Communication
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email/chat
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Contact
ASH Advice
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