Andrew Almeida (CFA®, CFP)

Andrew Almeida focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Professional Athletes or Entertainers

Planning Specialties

Ivestment Management, Financial Planning, Socially Responsible Investing

 

 

NAPFA Start Date

July 28, 2017

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This Office

1930 Veterans Hwy Ste 12-407 Islandia, NY 11749-1599 Phone: (631) 346-6122