Andreas Wochtl Email & Phone Number

Andreas Wochtl CFP® MBA brings over a decade of financial planning experience to Wealthcare Advisory Partners. Despite building his practice at prominent national firms Andreas consistently created a personalized boutique-style experience for his clients. Andreas and his team have a strong reputation for providing progressive advice along with unparalleled service. Joining Wealthcare presents an opportunity for Andreas to realize his vision of providing exceptional financial guidance within a dedicated team environment.Andreas compares the financial planning process to navigating to a new destination – while a GPS provides route options it is up to clients to decide which path suits them best. As a financial planner Andreas creates the route options and explains why one path may be better than another. By continuously updating the financial plan he ensures the plan remains aligned with client objectives. Andreas identifies potential challenges and opportunities for his clients, enabling them to achieve their dreams without any regrets. Residing in Chester County with his wife Antoinette and two children Gabe and Liesl. A graduate of West Chester University’s undergraduate and MBA program, he earned his Certified Financial Planner® (CFP) designation in 2019. When he’s not in the office, Andreas enjoys spending time with his family, travelling, playing golf, and escaping to their Cape May beach home when possible.

Listed skills include Leadership, Team Building, Social Media, Public Speaking, and 21 others.

• 

  Sr. Wealth Advisor

  Wealthcare

  Mar 2024 - Present - West Chester, Pa

  Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life. Wealthcare’s registered investment advisory (RIAs) firm overseas $5 billion in AUM.