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Andrew Palomo, CFP®

Andrew Palomo, CFP®

Owner / Financial Planner

As a CERTIFIED FINANCIAL PLANNER™ professional, Andrew has built his practice around his client’s needs by building a process around client goals, wishes, and dreams. In an increasingly complicated financial world, we take the time to know what you want out of life for yourself and your family-evaluate where you are relative to your goals and help you get there while living life today as well. The client is a partner in the process, establishing and modifying goals as life changes. The process is designed to organize your financial world, make it easy to understand and always have it accessible to you. Utilizing practice software, continual education in the financial services industry, and good old fashioned face to face meetings, we watch over the plan – so our clients can live their lives.

Andrew started in the financial services industry in 1991 working in residential lending. Helping clients with the largest asset, debt and monthly obligation has naturally evolved into planning for the entire financial process. Andrew specializes in strategies designed with the goal of maximizing existing cash flow while paying attention to future needs and desires of his clients. Andrew's goal is to provide straight forward-caring advice designed to help his clients plan for both the long and short term.

When not reading, Andrew can be found trying to assist his lovely wife Karen in keeping up with their children and their schedules!