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Andrew S Lipson

CFP®

Certified Financial Planner™ Practitioner

Private Wealth Advisor

Independent Practice Owner

Bio

Andy has been a Private Wealth Advisor since 1996. Through the ups and downs of the financial markets during that time, he has helped many clients navigate their path to strive for financial success. What he has learned through those years is the many different ways he can help his clients no matter which way the market might be heading. 

Andy believes the most important part of his job is listening to his clients, so he can recommend strategies that seek to satisfy their individual needs. Strong listening skills, attention to detail, and great empathy are traits that help Andy build successful relationships with his clients. These skills help clients find success no matter what goals they might be trying to attain and what chapter of their lives they are in. 

Andy understands that strong client relationships are built on a foundation of trust and care. He takes great pride in providing the best client service he can possibly give. 

Andy believes we all need to begin with the end in mind. He asks many questions. The more he understands his clients goals and their individual financial preferences, the better he believes he can help. And he also understands that sometimes things don’t go as planned. We all have hiccups in our lives, and our financial lives are no different. How we respond has a huge impact on our success moving forward. Andy has found that ongoing service, interaction, and communication is important to helping a client pursue success. 

In terms of helping his clients in manage their investment accounts, Andy has a strong belief in using an Investment Policy Statement. An Investment Policy Statement is designed to document the strategy in place for each account. Andy continuously discusses the risk tolerance for the account and how it relates to the life goal the client is trying to accomplish. This helps Andy and his clients stay focused on ensuring that their investment strategies are in line with their stated goals. 

Andy lives in Apex, NC with his lovely wife Claudia. They have two sons, Ben and Zachary, who he is so proud of. He enjoys playing hockey, reading, traveling, and following his favorite sports teams (Carolina Hurricanes, New York Mets, and the New York Jets), and spending time with family and friends. Andy has been involved with his local Rotary Club and Chamber of Commerce. He has also been involved in coaching youth sports for many years. Andy grew up in Rockville Centre, NY. He received his Bachelor of Science from Long Island University with his degree from the School of Professional Accountancy. 

FOCUs / Specialties

  • Education Planning
  • Estate Planning Strategies
  • Executive Benefits
  • Family Finances
  • Insurance Protection Needs
  • Investment Management
  • Portfolio Management
  • Retirement Income Strategies
  • Retirement Plan Distributions
  • Retirement Planning
  • Tax Planning Strategies

DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

EDUCATION

  • B.S. Long Island University School of Professional Accountancy

LICENSES

  • Series 7 and Series 63 - LPL Financial
  • Series 65 - Independent Advisor Alliance