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Andrew Cleary, CFP®, CLU®, AIF®

Andrew Cleary, CFP®, CLU®, AIF®

Partner

"My perfect day would include breakfast with the family, a CrossFit work out in the morning and 18 holes of golf in the afternoon."

 

With well over a decade of experience in the financial services industry, Andrew specializes in helping individuals, families and business owners with multigenerational estate, tax, life protection and financial planning needs. Andrew became a founding Partner at SFP Wealth in 2007 and his focus has been on educating and supporting clients through life events that require thoughtful, financial decision making. Andrew holds a unique niche in mid-size qualified/retirement planning and received the “2018 Financial Times 401 Top Retirement Advisors” award.

Operating as a team within Baystate Financial, SFP Wealth has extensive experience within the healthcare community, with both physicians and associated organizations. Andrew, along with Dan, have participated in the Mass General PO financial planning program as a “reviewed providers” since its inception in 2009. Under each of these channels, Andrew, along with Dan, have delivered financial education, group meetings, and personal financial planning services for a wide spectrum of healthcare professionals, including staff, residents, fellows, specialists, and hospital executives. Andrew operates out of Baystate's Wellesley office, but frequently meet with clients in Baystate's other offices as well. 

Andrew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 6,7, 63 and 65 and the Producers Life, Accident and Health or Sickness licenses, and a Property and Casualty insurance license. Andrew holds the designations of a Chartered Life Underwriter and Accredited Investment Fiduciary in the state of Massachusetts.  

After starting his collegiate career playing baseball at Stanford University, Andrew finished his studies at Georgetown University, graduating cum laude with a degree in Economics and Government.

Outside of the office, Andrew lives in Needham and keeps busy with his wife and three children. When he can, he enjoys CrossFit competitions - as time allows! Over the past years, he has served as the Vice President of the Georgetown Club of Boston.