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

Andrew J. Wood, Jr. CFP®

Carolina Retirement Solutions

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


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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - RICP

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


Helpful Financial Planning Resources