Financial Advisor Details
As President of Hall Wealth Management Group, Andrei oversees wealth management for Professionals, Business Owners and Retirees. Andrei specializes in providing creative strategies and financial advice in areas of Retirement Income Planning and Distribution strategies, Estate Planning, Business Succession Planning and investment portfolio design. He takes great pleasure in working closely with his clients assisting them in making informative decisions about their futures.
Andrei’s credentials include a Bachelor of Science degree in Business Administration (Business Economics & Statistics). He holds the designations as a CERTIFIED FINANCIAL PLANNER™ as well as a Chartered Retirement Planning Counselor. Additionally, he holds Securities Registrations Series 24, 7 and 66 with LPL Financial as well as Insurance, Long-Term Care and Disability Appointments in many states. Andrei has been accepted into one of the nation’s most exclusive groups of financial advisors, Ed Slott’s Master Elite IRA Advisor Group; an invitation only group of financial advisors dedicated to working toward solving complex financial problems – effectively managing the distribution of assets from individual Retirement accounts.
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