Andrea K. McNamara,  CFP<sup>&reg;</sup> - Financial Advisor

Andrea K. McNamara, CFP®

Financial Planner

Wingate Wealth Advisors

450 Bedford St
Lexington, MA 02420
(781) 862-7100

General

Andrea McNamara is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wingate Wealth Advisors in Lexington, MA and the surrounding communities.

Financial Advisor Experience

Andi McNamara, CFP® provides fee-only, comprehensive financial planning to her clients and their families. Employing a consultative approach with an emphasis on education, Andi helps clients to make informed decisions. She easily translates her expertise to her clients and provides thoughtful, experienced guidance and continuous support.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

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