Andrew Pelletier

  • Financial Planner
  • Investment Advisor Representative

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.

He 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.

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.


AR Insurance Lic# 16368533; CA Insurance Lic # 4007389

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck