Andrew van Financial Advisor
Helping people Plan, Invest and Manage their wealth through various economic conditions.
- Role
- Financial Advisor- Helping People Plan, Invest and Manage their Wealth at Preferred Planning Associates
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andrew van Financial Advisor
Helping others is my passion. As a financial advisor with Preferred Planning Associates,…
Experience
Financial Advisor- Helping People Plan, Invest and Manage their Wealth
Jun 2016 — Present · Cincinnati Area, US
Education
University of Michigan
Bachelor’s Degree, Economics
1991 — 1995
Xavier University
Executive Certificate, Financial Planning
2017
Skills
- Product Management
- Oral & Written Communication
- Interpersonal Skills
- Educational Events
- Leadership
- Mergers & Acquisitions
- Retirement in
- Marketing Communications
- Business Development
- Wealth Management
- Rias
- Planning Budgeting & Forecasting
- Investments
- Presentations
- College Education Planning
- Contract Negotiation
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Risk Management
- Strategic Partnerships
- Financial Planning
- Recruiting
- Relationship Management
- Hybrid Ria
- Strategic Planning
- Asset Protection
- Customer Service
- Managed Money
- Retirement Income Strategies
- General Securities Sales Supervisor
- Performance Measurement
- Associate Development
- Product Development
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