Andrew Rosenbaum has had a distinguished 33 year career in the financial services industry. 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. Andrew is also the author of The Wealth Swing Coach, a book detailing the macroeconomic approach he uses with his clients.
In short, Andy believes that his job is to help his clients make truly informed, intelligent decisions about their money and planning.
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 the book title, The Wealth Swing Coach.
Education and Training:
University of Maryland, B.S. Communications
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.