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
- 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