PARTNER, PRIVATE WEALTH ADVISOR
Andrew Feldman is one of the Partners at Legacy Wealth Partners, LLC.
Andrew has provided financial services to clients since 2006 and specializes in personal wealth management for individuals and business owners. In addition to helping clients explore better ways of managing their current finances, Andrew equips clients to effectively manage their transition from asset accumulation during their working years to asset decumulation in retirement. His comprehensive financial plans address asset management strategies, retirement planning, business succession and estate conservation.
Andrew is a Retirement Income Certified Professional®. He also holds his FINRA Series 7 (General Securities) & Series 66 (Uniformed Combined State Law) licenses and is licensed in Life, Accident, Health and Disability. Andrew earned his bachelor’s degree in business administration and management from the University of Denver.
Active in the community, Andrew spends his time advocating for his neighborhood’s best interests and is active in the Berkeley Regis United Neighbors (BRUN) committee. In years past he was invited to join the Association of Financial Educators as an instructor and coach for local businesses interested in providing planning strategies for their employees.
Andrew lives in Denver, Colorado with his wife, Allison. Together they enjoy traveling the globe, skiing and anything else that takes them outside with their dog, Lilly.