Broker Check
 
 
Andrew C. Cleary, CFP®, CLU®, AIF®

Andrew C. 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 guiding 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 has been recognized by the Financial Times, as a Top Financial Advisor since 2016.*

Andrew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Series 6, 7, 63 and 65 and the Producers Life, Accident and Health or Sickness licenses. He also holds a Property and Casualty insurance license. Andrew is a Certified Financial Planner Professional, 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. He enjoys CrossFit competitions - as time allows! Over the past years, he has served as the Vice President of the Georgetown Club of Boston.

*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.