Website: www.andrewkrose.com
Andrew has served in the financial planning industry for over ten years. He started his career after graduating from NC State University with a Business Management Degree (B.S.) with a concentration in Finance. Andrew has earned the CERTIFIED FINANCIAL PLANNER™ certification and he specializes in the areas of wealth accumulation, retirement distribution and employee benefit planning.
Professional Services
· Investment Planning
· Retirement Planning and Distribution
· Employee Benefits
· Business Planning
· Risk Management Planning
Professional Qualifications
· CERTIFIED FINANCIAL PLANNER™ (CFP®)
· Chartered Life Underwriter (CLU®)
· Retirement Income Certified Professional (RICP®)
· Series 6, 63 and 7 Licensed
· Life/Health/LTC Insurance Licensed
Personal
· Outdoor enthusiast, hunting, fishing and travel
· Enjoys playing golf
· Wolfpack Athletics enthusiast
· Member of NAIFA®
· Member of Garner United Methodist
· Board Member and Volunteer at Step Up Ministry
· Plays guitar and a fan of live music
Website: www.andrewkrose.com/