After graduating in 1976 with a B.S. in communications from the University of Maryland, Andrew Rosenbaum entered the financial services industry. 33 years later, Andy is still helping clients achieve and maximize lasting wealth with certainty, rather than luck.
As he explains in his book, The Wealth Swing Coach, Andy considers himself to be a financial coach, helping clients make truly informed, intelligent decisions about their money and planning.
Focusing on the areas of financial, estate and retirement planning, Andy has won many industry awards and is nationally recognized amongst his peers. In addition to his duties at Strategies for Wealth, he serves as a Senior Sales Consultant to The Guardian and in 1994 was elected President of Guardian’s Executive Committee.
Andy has been featured in Life Insurance Selling magazine.
Active in charitable endeavors for many years, Andy has been deeply involved with UJA, The Great Neck Community Fund, and most recently Sunrise Day Camp, which serves the needs of children with cancer and their families.
Andy and his wife Michele have been married for 25 years and are the proud parents of Adam and Jonathan. Andy is a former tennis professional who traded his racquet for golf clubs. When not working, Andy can often be found on the golf course, hence his book title, The Wealth Swing Coach.
Learn more about Andy’s services here, then contact Andy to set up a free consultation.
Disclosures
The Registered Representative is securities licensed in Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, New Jersey, Nevada, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia, and West Virginia, and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed reliable, please note that individual situations can vary, therefore the information should be relied upon when coordinated with individual professional advice.
