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portrait of Mandy Andrei
FINANCIAL ADVISOR

Mandy Andrei

CFP®, AAMS™
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Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Domestic Partner Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Health & Nutrition
  • Volunteering
  • Wine Collecting/Enthusiast
  • Ice Skating
  • Dancing

Team Members

  • Cindy Donovan
    Sr. Branch Office Administrator
  • Yue Pang
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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