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

Andrew Christakos, CFP®

CPA/PFS, CDFA®

Wealth Advisor

Westfield Wealth Management

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 Westfield Wealth Management in Cranford, NJ and the surrounding communities.

Financial Advisor Experience

Andrew is a Wealth Advisor at Westfield Wealth Management, LLC, a firm that helps clients build generational wealth for their families. With over 17 years of experience in accounting and financial planning, Andrew has the skills and knowledge to provide comprehensive and customized solutions for his clients' financial needs and goals. Andrew holds several credentials that demonstrate his expertise and commitment to the highest standards of professionalism and ethics in his field. He is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP) professional, an Accredited Investment Fiduciary (AIF), and a Certified Divorce Financial Analyst (CDFA). Andrew is a member of the AICPA, the New Jersey Society of CPAs, the Financial Planning Association of New Jersey, where he has served on the finance committee. Andrew is passionate about helping his clients achieve financial independence and security, and is also skilled in handling complex and sensitive issues. Andrew has been recognized as a Five Star Wealth Manager in New Jersey for 2022, a prestigious award that reflects his excellence in client satisfaction and service.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: New Jersey
  • Health/disability insurance: New Jersey

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Career Change, Asset Allocation, Corporate Finance, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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