John D'Andrea

Collaboration and clear communication are important to me, and I am committed to building a strong client relationship where we work together throughout this financial journey. “There is no one-size-fits-all” financial plan or product that works equally for everyone; and I am dedicated to learning and understanding your unique situation to be able to tailor a plan or product specifically for you. My goal is to reduce stress about money and help bring your goals of financial independence and freedom to fruition. Together we will:

As communication is one of the most important aspects of this process, you will receive thorough detailed follow up and follow through during the entire process. Whether you are looking for a specific short-term need or want long-term planning and management; my objective is to establish a long-lasting relationship to be a lifelong resource for you.

Prior to entering the financial services industry — I completed a successful 23-year Army careerretiring as a Sergeant Major. I switched focus dedicating my time to helping people attain their financial goals. I received a bachelor’s degree in financial planning and graduated Summa Cum Laude. Learning is a lifelong journey for me; I enjoy reading nonfiction and writing book reviews. Health and fitness are key components in my life; I’ve also competed in an all-naturalphysique competition. Self-mastery plays a big role in everything I do in my life, led by my ethical and moral character — and I bring that same tenacity and dedication while working on your case.

Send me a message and we can schedule a meeting to go over your financial situation. I’m looking forward to working with you!