Andrew Safir
CFP®, CIMA®, CPWA® | Wealth, Tax & Legacy Planning for HNW Retirees
- Role
- Private Wealth Advisor at Safir Wealth Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andrew Safir
I specialize in helping high-net-worth individuals navigate the complexities of…
Experience
Private Wealth Advisor
Jan 2017 — Present · Boston, MA, US
Education
Harvard University
A.B., Government
2008 — 2012
Skills
- Social Security
- Bonds
- Financial Planning
- Equities
- Fixed Income Strategies
- Fixed Income
- Series 7
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Risk Management
- Retirement Planning
- Wealth Preservation Planning
- Asset Management
- Series 66
- 401k Rollovers
- Multigenerational Wealth Planning
- Estate Planning
- Investments
- Retirement Savings
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