MetLife Building

About Andrew

For the past decade, Andrew Pelletier has been dedicated to guiding clients towards financial wellness. Andrew developed a goal-oriented approach for high-achieving professionals seeking holistic financial wealth management.
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Andrew Pelletier NYC Office

Education, Licenses,
and Certificates

Andrew has extensive certifications and licenses in his field, including Uniform Investment Advisor Law Examination; General Securities Representative Examination; Uniform Securities Agent State Law Examination; and Life, Accident, & Health Insurance Producers License. Andrew graduated with an MS/BBA in Banking & Finance and Real Estate.

“Wealth is not limited to financial means”

Andrew believes that wealth management encompasses more than only financial wealth. Using Core Financial Sessions, his practice targets Financial Wealth, Social Wealth, Professional Wealth, Emotional Wealth, Charitable Wealth, and Generational Wealth.

Hear More from Andrew

Andrew promotes financial wellness through educational seminars, webinars, and workplace sessions. Andrew is the author of multiple articles on financial wellness and his work has been published and quoted in varying journals, websites, periodicals, and blogs.

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