Pei-Chin  Andrew,  CFP<sup>&reg;</sup> - Financial Advisor

Pei-Chin Andrew, CFP®

Morgan Stanley

41 South High Street, Suite 2700
Columbus, OH 43215
FINANCIAL ADVISOR'S WEBSITE
(614) 229-4997

General

Pei-Chin Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Columbus, OH and the surrounding communities.

Financial Advisor Overview

As a multi-lingual MBA and CERTIFIED FINANCIAL PLANNER™ professional, I help individuals, families and businesses plan for the future and prepare for the unexpected no matter what life unfolds. Upholding the CFP Board's Code of Ethics to act in the clients' best interests at all time, my practice is built on designing customized financial plans that bring clarity to all the pieces of the clients' financial life together and providing solutions to achieve their financial goals with a strong commitment to preserve, grow and transfer the clients' wealth for current and future generations. I find my passion in financial planning and pride myself on being a Financial Advisor with Morgan Stanley, a leading wealth management firm with world-class research capabilities, premier trading platform and global investment perspective. By leveraging Morgan Stanley's vast array of resources, I am positioned to help clients secure their financial well-being and bring them peace of mind.

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Financial Advisor Experience

Morgan Stanley, 2011 - Present; AXA Advisors, 2009 - 2011

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer

http://www.morganstanley.com/disclaimers/mswm-email.html

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources