Andrew Despotakis, CFP^®, AIF^®, CTS^™, ChSNC^®

Designations and licenses

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® designee, a Certified Tax Specialist™ designee, and a Chartered Special Needs Consultant ®. He holds health, life, variable life and variable annuity insurance licenses in the State of New Jersey.

Experience and education

Andrew works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Andrew worked for a wealth advisory firm providing portfolio reviews and comprehensive financial planning advice.

Andrew has a bachelor’s degree with a dual major in finance and financial planning from William Paterson University of New Jersey.

Andrew’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.