Andrew J. Wood, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Andrew J. Wood, Jr. CFP®

Providence Financial Resources

4520 Mint Hill Village Ln, Ste 105
Charlotte, NC 28227
(704) 545-9502

General

Andrew Wood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Providence Financial Resources in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources