Andrew Goldner, CFP®, MBA

Investment Advisor Representative

CA Insurance License #0H78975
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Andrew began his investment advisory career in 1996 with Professional Planners Group in New York City. After 5 years of being with this firm, he made the transition to MetLife. Andrew was with MetLife for 17 years until Massachusetts Mutual Life Insurance Company (MassMutual) acquired the MetLife Premier Client Group in 2016. Andrew is currently an Investment Advisor Representative with Fortis Lux Financial. He focuses on asset accumulation, retirement income planning, wealth distribution strategies and protection planning.

With 21 years in the financial services industry, Andrew has realized that knowledge is the key to a successful financial future. With his background, experience and commitment to providing clients with the resources they need to make financial decisions, can help make their financial future successful. He is committed to forming long-lasting relationships with my clients and developing customized strategies to help them prepare for any or all of life’s milestones. This helps him recommend products and strategies designed to client’s needs, and more importantly, their future needs.

Andrew graduated with a B.A. in History from Washington University in St. Louis in 1986. In addition to holding an MBA from Fordham University, Andrew received his CFP® certification in 2005. Andrew resides in Princeton Junction, New Jersey, with his wife Cynthia, daughter, and son.