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

Pei-Chin Andrew, CFP®

MBA, ChFC®

Financial Advisor

Heritage Wealth Partners

6215 Emerald Pkwy Unit 1
Dublin, OH 43016
FINANCIAL ADVISOR'S WEBSITE
(614) 389-9548 CONNECT WITH Pei-Chin
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General

Pei-Chin Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heritage Wealth Partners in Dublin, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OH, MA
  • Variable annuities: OH,MA

Broker-Dealer Affiliation

Private Client Services, LLC

Financial Advisor's Specialties

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

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