Andrew Bodner

About Andrew Bodner

We help investors achieve financial success by using our Certified Financial Planning skills to fully assess the client\'s needs, goals, desires, and risk tolerance. We then set a financial course, followed by execution and monitoring. With a combined seventy years experience, we\'re accustomed to the market\'s fluctuations and have the knowledge to navigate through, what may appear to be, troubling times.Specialties: Retainage SubstitutionDouble Diamond Investment Group LLC is a Registered Investment Advisor. Certain representatives of Double Diamond Investment Group LLC are also Registered representatives offering securities through APW Capital, Inc, member FINRA/SIPC. 100 Enterprise Dr, Ste. 504, Rockaway, NJ 07••••••••11

Experience

1. President and Founder

   Double Diamond Investment Group Llc

   Jan 2010 — Present · Boca Raton, FL, US

   Professional fee-based Investment Management

Education

• Rider University

  Bachelor's Science In Commerce

  1983 — 1987

Skills

• Financial Advisory
• Capital Markets
• Series 7
• Asset Allocation
• Investment Strategies
• Alternative Investments
• Private Equity
• Etfs
• Finance
• Fixed Income
• Equities
• Portfolio Management
• Investments
• Series 63
• Investment Management
• Bloomberg
• Bonds
• Strategic Financial Planning
• Asset Management
• Securities
• Investment Advisory
• Retirement Planning
• Wealth Management Services
• Finra
• Equity Research
• Financial Planning
• Wealth Management
• Hedge Funds