Andrew Altenbach, CFP®, CExP™, RICP®
Financial Advisor
Wealth Strategies for Families and Businesses
Andrew provides financial, business, and estate planning solutions for professionals and businesses nationwide. He guides clients regarding investments, insurance, retirement planning, wealth transfer and asset protection solutions, business continuity and exit planning, executive retention programs, and sophisticated risk management techniques.
Outside of his practice, you can find Andrew playing golf, swimming, writing, or performing as a classical musician. He is the Music Director of the Brookline Symphony Orchestra and is an active chamber musician in the Boston area. Andrew, his wife (Julia) and son (Henry) are happy residents of Wellesley.
Professional:
- Earned Certified Financial Planner™ (CFP®) designation - 2024
- Earned BEI Certified Exit Planner (CExP™) designation - 2024
- Earned Retirement Income Certified Professional (RICP®) designation - 2022
- NAIFA-MA (National Association of Financial Advisors of Massachusetts) Award - 2022
- Guardian's Leaders Club - 2020, 2021, 2023
- Guardian's Client Builder Diamond Award - 2020
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4055962