Andi McNamara (CFP®)
Andi McNamara focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Baby Boomers
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
NAPFA Start Date
May 22, 2018