Andrew Panko (CFP®, EA, MBA, RICP®)

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

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Retirement income planning
  • Social Security optimization
  • Tax minimization
  • Roth conversions
  • Passive, fee-conscious, index-based investing
  • Tax-efficient investing

Additional Information

Prior to launching Tenon Financial, I spent 19 years working in various capacities within the global insurance, banking and investment industries.  I've been involved in the creation, trading, risk management, financing and portfolio management of many of the products and services used throughout the financial advisory world.  These experiences have given me a deep understanding and appreciation of the inner workings of the financial services world.  That knowledge is incorporated into the services we offer and value we provide to our clients.

NAPFA Start Date

November 05, 2019

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This Office

33 Wood Ave S Ste 600 Iselin, NJ 08830-2717 Phone: (732) 902-0066