Andrew Sheard
Comprehensive Financial Planner at Sage Investments Llc
Based in Honesdale, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Honesdale
Industry
Real Estate
Company size
10
Contact information
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a•••••••@sageinvestments.net
Phone
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Background
About Andrew Sheard
Andrew serves individuals and families so that they may exceed their retirement and legacy goals through risk mitigation, investment allocation, and tax planning. He graduated from Hillsdale College in 2019 with a Bachelor of Arts in Financial Management. In 2022, he completed his CERTIFIED FINANCIAL PLANNER™ Professional certification as well as the Chartered Financial Consultant® and Chartered Life Underwriter® designations with the American College of Financial Services. Andrew has a fiduciary responsibility to his clients and holds the Series 66 and 7 licenses in addition to various state licenses. He enjoys serving his local community in youth outreach; hiking and camping with his wife, Lauren; playing basketball; and hunting.
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