Andrew Haff, Cfp® Email and Phone Number

Hello, I am Andrew!With a track record as a customer-focused, self-motivated and versatile CFP® professional, I have over four years of experience in developing customized financial strategies based on a clients goals and objectives. I am proficient at leading several key facets of wealth management, such as retirement planning, insurance, trust and estate planning, account opening and maintenance of customer accounts, and resolving inefficiencies in job processes.My key strengths include ability to build relationships and trust, deliver outstanding customer service, construct and follow meticulous process oriented approaches, collaborate in a team environment, time management, growth mindset, reliability and accountability, commitment to results, continuous learner, technology savvy, and rational attitude towards solving complex issues.I employ analytical, leadership, and organizational skills in assessing and mitigating customer issues, designing and executing innovative effective procedures, and leading effective plans to deliver quality client services. I establish and strengthen internal and external relationships across functions to drive cohesive, strategic operations. I excel at working under pressure to complete multiple tasks within designed deadlines in a fast-paced environment, as well as maintaining the accuracy of CRM software andclient database.I am instrumental in delivering a unique blend of business and technology acumen, the key to consistently optimizing business processes, improving operational efficiency. While others take pride in meeting all standards set before them, my passion is delivering service that goes beyond organizational expectations and creating a win-win scenario for everyone involved!Please feel free to contact me via email with any thoughts, comments, or questions about my work I’m always interested in making new professional acquaintances.