Andy Tupler
Founder of Tupler Financial – Helping clients with ‘PlanningForLife™’ for over 25 years
- Role
- Founder - Financial Planner at Tupler Financial
- Location
- Warren, NJ, US
- LinkedIn followers
- 500 followers
About Andy Tupler
Since Tupler Financial has specialized in serving the financial needs of busy professionals, from executives in the pharmaceutical industry to entrepreneurs serving pharma. We have a deep understanding of the complexities that come along with your finances including stock options, restricted stock units, performance shares, benefit options, 401ks, deferred compensation and more. Our knowledge of your situation helps us to deliver the right solutions to help enhance your finances.
Experience
Founder - Financial Planner
Jan 1999 — Present · Warren, NJ, US
Since Tupler Financial has specialized in serving the financial needs of busy professionals, from executives in the pharmaceutical industry to entrepreneurs serving pharma. We have a deep understanding of the complexities that come along with your finances including stock options, restricted stock units, performance shares, benefit options, 401ks, deferred compensation, and more. Our knowledge of your situation helps us to deliver the right solutions to help enhance your finances.I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. These marks identify those individuals who have met rigorous experience and ethical requirements, successfully completed financial planning coursework and passed the CFP® Certification Examination. Securities and advisory services offered through Commonwealth Financial Network®, Member a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Tupler Financial, 28 Mountain Blvd, Warren, NJ 07059,(90••••••11. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use:
Education
University of Maryland
BS, Finance
Rider University
MBA, Business Finance
Fairleigh Dickinson University
Financial Planning Certificate Program
2001 — 2002
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