Andrew Bockstein Email & Phone Number

Vice President, Financial Consultant, Fidelity Investments, Boca Raton, Florida. My passion is to help others build, manage and protect wealth. Together we can create an actionable plan to achieve success. With over 30 years in the financial services industry, I bring a wealth of knowledge and perspective to my clients and their families. Through holistic planning, I help clients with their current needs, pursuit of long term financial success, and estate planning. Referrals are welcomed and most sincerely appreciated. Many of my clients are referrals from valued clients like you.Thank you for referring your friends, family and colleaguesA Senior Investment Management professional and speaker expanding over 30+ years of capital raising and asset management experience at top tier Investment firms. Experience in: Asset Allocation, Retirement Planning, Portfolio analysis and construction, Mutual Funds, ETFs, Cryptocurrencies, TAMPs, Insurance Products, Private Equity and SMA's (Managed accounts.) Sales management and product management experience.Florida Licensed in Life and Health Insurance.-Long term industry relationships and a personal reputation built on accountability, collaboration, trust and uncompromising integrity. -Reputation as a competent, trustworthy, results-orientated partner.-Years of Sales Management experience, based on sound core business principles learned over three decades working in small to large organizations.Past Experience:Senior Vice President-External Wholesaler -Senior Advisor Consultant - Regional Sales Director for Florida, Puerto Rico & U.S.V.I.- All distribution Channels.Proven financial experience and expertise in:Mutual funds, Global and Domestic Equities, Global and Domestic Fixed Income Products, Actively managed and passive ETF's and ETF based separately managed accounts (SMA’s), Model Portfolios TAMP, Alternative investments, Hedge funds, funds of hedge funds, Closed End Funds, 529 and retirement plans (DCIO), Bank products, Advisor Directed Trusts, Charitable Remainder Trusts, Fixed and Variable Annuities, new product launches, IPO's. Life & Health, Long Term Care (LTC) and Disability Insurance licensed (FL) Efficiently identifies needs of clients and assists building diversified portfolios. Educates clients and advisors in advanced planning techniques to help investors meet future goals and set realistic expectations. Proficient in public speaking to audiences of all sizes.

Listed skills include Alternative Investments, Product Marketing, Financial Advisory, Estate Planning, and 47 others.