OUR TEAM
Andrew LaSpina
Andrew LaSpina
CRPC®, AIF®
Financial Advisor & Investment Strategist
732-359-3838
732-359-3839
andrewl@icgnext.com
Interests
Andrew enjoys watching sports with his friends as well as playing golf, basketball and working out at the gym. In his free time, he enjoys reading and listening to financial podcasts.
Education
- Bachelor of Science in Accounting, Monmouth University, Long Branch, NJ 2022
Qualifications
- Maintains Series 66, Series 7 held through LPL Financial, Life and Health Certification
CRPC® Chartered Retirement Planning Counselor℠
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Roles & Responsibilities
Andrew monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring, investment research and trading operations/activities.