Andy Szkaradek, CFP®
Education:BBA in Accounting, Siena College
With 20-plus years of experience in the financial planning arena, Andy is a Financial Advisor in Cherry Bekaert’s South Florida practice. In this capacity, he assists clients in preserving and growing wealth, planning for retirement, evaluating and preparing for growth of private businesses, and evaluating risk management needs. Andy provides comprehensive investment management and wealth management to clients including, but are not limited to, high net-worth individuals, corporate executives, and business owners.
As a Certified Financial Planner™, Andy uses a collaborative process with his clients to engage them in planning for life events and life’s uncertainties. He recommends customized strategies with his clients’ needs and goals in mind, always taking the time to understand each individual’s circumstances.
Prior to joining Cherry Bekaert, Andy worked at a national financial planning and investment management firm, a Big Four accounting firm, and other financial and banking institutions. He also owned and operated an investment management and financial planning firm.
Andy has been quoted in various financial publications, and is highly involved within his community.
Areas of Expertise
- Corporate Executives
- Estates & Trusts
- Financial & Retirement Planning
- High-Net-Worth Individuals
- Investment Portfolio Management
- Wealth Management
- Certified Financial Planners™
- Certified Financial Planners
- South Florida FPA
- FINRA Series 7
- Series 66 Investment License
- Board Member, Impact Broward
- Board Member, Coral Springs Financial Advisory Committee
- Presidential Volunteer Service Award 2014, 2015, 2016