Andrew Cleary, CFP®, CLU®, AIF®
"My perfect day would include breakfast with the family, a CrossFit work out in the morning and 18 holes of golf in the afternoon."
Andrew guides individuals, families and business owners through all aspects of their financial planning, retirement and corporate benefit needs. With over 15 years of experience as a financial advisor, Andrew believes that building strong, authentic, long-lasting relationships is imperative in developing the best financial roadmap for his clients. In 2007 Andrew co-founded SFP Wealth with the goal of creating a team of financial experts who could collectively deliver thoughtful advice and a highly personalized client experience. Through the years he and his team have developed customized and actionable strategies, recognizing that no two clients are the same. Andrew specializes in the full integration of personal business and estate planning services. He is also recognized for his corporate work, specifically in the group retirement plan space, where he provides fiduciary services to mid-size qualified retirement plans and private equity portfolio companies.
Andrew is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Chartered Life Underwriter and Accredited Investment Fiduciary in the state of Massachusetts. He holds his Series 6, 7, 63 and 65 licenses, as well as his producer’s Life, Accident and Health or Sickness and Property and Casualty insurance licenses. Andrew has been recognized as a Five Star Professional since 2012, as a Top Financial Times 401 Advisor* since 2016 and in 2020 was recognized by Fortune Magazine as one of the nation’s Top 40 Under 40 Advisors.
Andrew lives in Needham and enjoys spending time with his family, getting in a daily CrossFit workout and / or a round of golf.
*For the award description please visit: https://aboutus.ft.com/en-gb/announcements/financial-times-reveal-the-top-401-retirement-advisers-of-2016. This award should not be construed by the public as a guarantee that they will experience a certain level of results if the Registered Investment Advisor Representative is engaged (or continues to be engaged) in providing investment advisory services. Nor should it be construed as a current or past endorsement of the Registered Investment Advisor Representative by any of its clients.
The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.