Andrew M. Christakos, CFP<sup>&reg;</sup> - Financial Advisor

Andrew M. Christakos, CFP®

CPA/PFS, CDFA®

CPA Financial Planner

Christakos Financial

200 South Ave. East, Suite 303
Cranford, NJ 07016
FINANCIAL ADVISOR'S WEBSITE
(908) 654-4784 CONNECT WITH Andrew
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General

Andrew Christakos is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Christakos Financial in Cranford, NJ and the surrounding communities.

Financial Advisor Overview

I work with families and business owners on complex financial decisions involving financial planning, investments, and taxes. Through Christakos Financial in Cranford, New Jersey, our multidisciplinary approach brings these areas together to provide broader perspective and make financial decisions easier to manage. Investment advisory services are offered through Westfield Wealth Management, LLC, a Registered Investment Advisor.

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Financial Advisor Experience

Andrew Christakos, CPA/PFS, CFP®, AIF®, CDFA®, is a Partner at Christakos Financial in Cranford, New Jersey. He works with families and business owners to coordinate financial planning, investment management and tax planning. As both a CPA and financial planner, Andrew brings a multidisciplinary perspective to financial decisions. His work focuses on understanding how taxes, investments, estate planning and other areas of a family’s financial life affect one another, particularly for families with complex or multigenerational needs. Andrew received the AICPA’s 2025 Standing Ovation Award in Personal Financial Planning and serves as an AICPA Personal Financial Planning Champion. He is also active with the New Jersey Society of CPAs and has written on tax, financial planning, wealth management and related topics for professional publications. Andrew earned his bachelor’s degree in accounting from Rutgers University and a Graduate Certificate in Financial Health and Wellness from Texas Tech University, where he is currently pursuing a master’s degree in Personal Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources