Founder And Ceo
Current
Jun 2019 - Present
AeroLeads people directory · profile
Andrew J. Silver, Cfp® Email & Phone Number
Comprehensive Financial Planner focused on helping families and businesses find the harmony of money and purpose.
at
Concordia Wealth Planning LLC
1 work email found
@concordiawp.com
5 phones found area 614 and 610
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Comprehensive Financial Planner focused on helping families and businesses find the harmony of money and purpose.
Location
Powell, Ohio, United States
Who is Andrew J. Silver, Cfp®? Overview
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Quick answer
Andrew J. Silver, Cfp® is listed as Comprehensive Financial Planner focused on helping families and businesses find the harmony of money and purpose. at Concordia Wealth Planning LLC, based in Powell, Ohio, United States. AeroLeads shows a work email signal at concordiawp.com, phone signal with area code 614, 610, and a matched LinkedIn profile for Andrew J. Silver, Cfp®.
Andrew J. Silver, Cfp® previously worked as Founder and CEO at Concordia Wealth Planning Llc and Co-Founder at Velocity Pi. Andrew J. Silver, Cfp® holds Ba, Business & Finance from Villanova University.
Company email context
Email format at Concordia Wealth Planning LLC
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*@concordiawp.com
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AeroLeads found 1 current-domain work email signal for Andrew J. Silver, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Andrew J. Silver, Cfp®
Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like minded professionals who travelled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families and businesses throughout the United States and Puerto Rico achieve their financial goals.Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys travelling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategy for clients, travelling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Social Security, and 21 others.
Current workplace
Andrew J. Silver, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 27 years
Andrew J. Silver, Cfp® work experience
A career timeline built from the work history available for this profile.
Co-Founder
Current
Velocity Pi
Co-Founder of Velocity Process Integrations (or Velocity PI for short), a fintech start-up focused on developing workflow and practice management automation specifically designed for the financial advisory and financial planning industries.
Feb 2021 - Present
Vice President Of Business Development
Development and assistance with implementation of business growth strategies for Pinnacle Wealth Planning Services, Inc. Research on Pinnacle's core markets, especially in regards to demographics and culture so Pinnacle can continue to evolve financial planning and wealth management services.
Jan 2016 - May 2019
Senior Wealth Manager
Financial planning and client relationship management for clients of Pinnacle in the Greater Columbus Metropolitan Area. Develop business relationships with CPA Firms, Law Firms, and RIAs interested in expanding their services to their clients, increase their billable hourly rate, and do so without increasing time commitment. Educate financial service.
May 2010 - May 2019
Business And Marketing Consultant In Central Ohio
Professional Planning Coordination Services, Inc.
Responsible for development and sales of service offerings to CPAs and Attorneys in Central Ohio and the Commonwealth of Puerto Rico. Consulting to CPAs and Attorneys regarding ways of elevating their client service and expanding their brand and market recognition.
Jul 2012 - May 2019
Regional Director
Responsible for business consulting, marketing and business planning, and relationship management with registered investment advisors in the Midwest region consisting of the following states: Ohio, Indiana, and Kentucky.
Apr 2006 - Jan 2010
Senior Account Executive
Work as an integral partner with an Area Business Manager to promote the growth and efficiency of our strategic business partners practices. Maintain and enhance relationships with thirty-six businesses making up 2.4 Billion in Assets Under Management spread between eleven states. Developed and executed unique ways of aiding our strategic partners in the.
Aug 2003 - Mar 2006
Internal Account Executive
Promote production and territory stability through strong sales as well as continual support to strategically committed financial advisors primarily in GA, NC, SC, and AL. I had also taken on additional responsibility for the same activity in FL. Developed business analysis for financial firms nationally as a member of the Business Assessment Team..
Aug 2001 - Aug 2003
Client Services Representative
exceptional service and support for financial advisors that are part of the Investment Advisory Group. Liaison for the Variable Annuity Product Team. Member of the High Tech High Philanthropy group. Help in solving other issues which positively affect the sales and service at SEI.
Dec 2000 - Aug 2001
Account Resolutions
Managed and serviced mutual fund transfer agent activity for Oppenheimer Funds.
1999 - 2001
~2 yrs
2 education records
Andrew J. Silver, Cfp® education
Ba, Business & Finance
High School, Diploma
Notre Dame Academy, Middleburg, Va
FAQ
Frequently asked questions about Andrew J. Silver, Cfp®
Quick answers generated from the profile data available on this page.
What company does Andrew J. Silver, Cfp® work for?
Andrew J. Silver, Cfp® works for Concordia Wealth Planning LLC.
What is Andrew J. Silver, Cfp®'s role at Concordia Wealth Planning LLC?
Andrew J. Silver, Cfp® is listed as Comprehensive Financial Planner focused on helping families and businesses find the harmony of money and purpose. at Concordia Wealth Planning LLC.
What is Andrew J. Silver, Cfp®'s email address?
AeroLeads has found 1 work email signal at @concordiawp.com for Andrew J. Silver, Cfp® at Concordia Wealth Planning LLC.
What is Andrew J. Silver, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 614, 610 for Andrew J. Silver, Cfp® at Concordia Wealth Planning LLC.
Where is Andrew J. Silver, Cfp® based?
Andrew J. Silver, Cfp® is based in Powell, Ohio, United States while working with Concordia Wealth Planning LLC.
What companies has Andrew J. Silver, Cfp® worked for?
Andrew J. Silver, Cfp® has worked for Concordia Wealth Planning Llc, Velocity Pi, Pinnacle Wealth Planning Services, Inc., Professional Planning Coordination Services, Inc., and Sei.
How can I contact Andrew J. Silver, Cfp®?
You can use AeroLeads to view verified contact signals for Andrew J. Silver, Cfp® at Concordia Wealth Planning LLC, including work email, phone, and LinkedIn data when available.
What schools did Andrew J. Silver, Cfp® attend?
Andrew J. Silver, Cfp® holds Ba, Business & Finance from Villanova University.
What skills is Andrew J. Silver, Cfp® known for?
Andrew J. Silver, Cfp® is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Social Security, Pensions, Insurance, Comprehensive Planning, and Retirement Planning.
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