Andrew Lippert
Simplified Wealth - Founder, CEO
- Role
- Founder & Wealth Manager at Simplified Wealth
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Experience
Founder & Wealth Manager
Jan 2022 — Present · NC, US
Nerd-level expertise: CFA®, CFP®, EAIntegrated Wealth Management and Financial PlanningRetirement Planning, Investments, Tax, Estate, Benefits Optimization, Risk Management
Education
Miami University
Bachelor of Science - BS
2007 — 2011
Miami University
Bachelor of Science - BS
University of Cincinnati Carl H. Lindner College of Business
Graduate Certificate in Investment Management
2014 — 2015
Xavier University
Executive Certificate in Financial Planning
2011 — 2012
College for Financial Planning
Graduate Certificate in Financial Analysis
2015 — 2016
Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis
2017 — 2020
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