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Andrew Lippert, Cfa®, Cfp®, Ea Email & Phone Number
Founder and Wealth Manager
at
Simplified Wealth
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and Wealth Manager
Location
Greensboro, North Carolina, United States
Company size
Who is Andrew Lippert, Cfa®, Cfp®, Ea? Overview
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Quick answer
Andrew Lippert, Cfa®, Cfp®, Ea is listed as Founder and Wealth Manager at Simplified Wealth, a with 1 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Andrew Lippert, Cfa®, Cfp®, Ea.
Andrew Lippert, Cfa®, Cfp®, Ea previously worked as Founder & Wealth Manager at Simplified Wealth and Tax Specialist at Xy Planning Network. Andrew Lippert, Cfa®, Cfp®, Ea holds Master Of Investment Management And Financial Analysis from Creighton University'S Heider College Of Business.
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Email format at Simplified Wealth
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Simplified Wealth
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Profile bio
About Andrew Lippert, Cfa®, Cfp®, Ea
Andrew Lippert, Cfa®, Cfp®, Ea is a Founder and Wealth Manager at Simplified Wealth. Colleagues describe him as "In an Industry that needs a modern-day facelift, Drew brings the tools needed to get the job done. His dedication to his craft is a refreshing breeze that reminds me that there are still business owners out there whom make it a priority to put the client's needs above the bottom line. Drew's expertise combined with his values allows for an efficient approach to Wealth Management that doesn't sacrifice the customer's best interest. His holistic approach is what anyone would want for their closest family member/loved one. Drew beautifully blends passion, utility, and ethics into his work. He is someone that no matter where he goes, success will follow.", "Drew and I met while we were preparing for the CFA program. It was great fun to work with Drew and I got great feedback from him which helped me throughout the program. I was instantly impressed by his discipline and his desire to learn new and complex concepts. Drew is genuinely passionate about helping clients be successful in their financial planning. Drew is one of those few people who is constantly looking for opportunities to make all parts of the financial planning process simpler and client friendly. Drew’s deep understanding of the financial planning process covering a wide range of topics such as taxes, estate planning, investing and portfolio construction coupled with his diligent and innovative approach is a great asset for clients looking for help in with their finances. Any client that works with Drew can be confident knowing that he is obsessed with being a true advocate and consultant for them.", and "I have worked with Andrew for the past 10 years in different capacities. I was impressed from day one with his work ethic, motivation to be successful, and deliver results. This drive was all done the right way through forging strong relationships, personalization, and doing things the right way! Andrew continues to impress me so many years later even as our careers have evolved significantly."
Current workplace
Andrew Lippert, Cfa®, Cfp®, Ea's current company
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Simplified Wealth
11 roles
Andrew Lippert, Cfa®, Cfp®, Ea work experience
A career timeline built from the work history available for this profile.
Founder & Wealth Manager
Nerd-level expertise: CFA®, CFP®, EAIntegrated Wealth Management and Financial PlanningRetirement Planning, Investments, Tax, Estate, Benefits Optimization, Risk Management
Tax Specialist
Jan 2022 - Jul 2022
Investment Research, Director
Institutional Consulting - Provided investment recommendations to companies on their employer-sponsored retirement plans (e.g. 401(k), 403(b), Pensions, NQ Deferred Compensation).
Aug 2019 - Jan 2022
Research Analyst
• Research: Developed customized regional economic, labor and demographic scenario analysis.• Ad Hoc Data Analysis: Managed Real Estate’s Portfolio Analytics & Governance requests for ad hoc analysis to assist business units in maximizing profitability of firm’s real estate holdings.• Excel, Power Point, Tableau, ESRI & EMSI: Effectively extracted data from Tableau reports into Excel, which allowed for data analysis (Pivot Tables) that were presented via Power Point to senior leadership and various business unit leaders
Nov 2016 - Jul 2019
Fixed Income Specialist
Developed and implemented bond portfolios using individual credits and ETF securities. • Financial Modeling & Analysis: Collected and input securities data into proprietary Fixed Income Analytics tool to assess portfolio performance and statistics (duration, credit quality, yields, sector, etc.)• Synthesizing Data & Presenting Technical Concepts: Effectively translated complex bond investing topics to a wide spectrum of investors in a way that resonated with them and led to action taken• Credit Analysis: Basic credit assessment of corporate and municipal credits performed during security selection for client portfolios.• Bloomberg Terminal: Monitored capital market conditions relevant to developing and implementing fixed income strategies within client portfolios.• Trading: Executed trades in client accounts for municipal, corporate, agency & treasury bonds, preferred & common equity, and ETFs & mutual funds• Client Segmentation: Effectively developed system to efficiently target proper clients in relation to key market events, new muni issuance, etc.• Fidelity Fixed Income Value Proposition: By thoroughly knowing Fidelity's Fixed Income Unique Value Proposition relative to competitors' (Charles Schwab, TD Ameritrade, Vanguard, Edward Jones, Morgan Stanley), successfully increased Fidelity's AUM and FI market share • Competitive Strategy Research: Developed intimate understanding competition's strengths and weaknesses in product offering, platform, service model, pricing, trading and distributed findings to Senior leaders.• Project Management Experience: Discovered significant bug in online Fixed Income Analysis tool and worked with colleagues to see through the correction of the issues
Mar 2016 - Nov 2017
Financial Planner (Defined Contribution, Pension & Retail)
Wealth Management Expertise: Financial Modeling, Asset Draw-down risk assessment, Asset Allocation, Net-Unrealized Appreciation, Estate planning, Tax strategy ERISA Plan (DC, Pension Strategy) & Retail-brokerage experience: Directly engaged book of 300+ participants within Fidelity's workplace investing platform and retail platform.Monitored competitor approaches, legislative and regulatory changes
Apr 2013 - Mar 2016
Financial Services Representative
Jan 2012 - Apr 2013
Logistics Account Executive
May 2011 - Dec 2011
Factory Worker
May 2010 - Aug 2010
Student Researcher
May 2009 - Aug 2009
7 education records
Andrew Lippert, Cfa®, Cfp®, Ea education
Master Of Investment Management And Financial Analysis
Creighton University'S Heider College Of Business
Bachelor Of Science - Bs, Marketing; Thematic Sequence In Psychology
Miami University
Graduate Certificate In Investment Management
University Of Cincinnati Carl H. Lindner College Of Business
Executive Certificate In Financial Planning
Xavier University
Graduate Certificate In Financial Analysis
College For Financial Planning
Education record
Kitces Courses
Bachelor Of Science - Bs
Miami University
FAQ
Frequently asked questions about Andrew Lippert, Cfa®, Cfp®, Ea
Quick answers generated from the profile data available on this page.
What company does Andrew Lippert, Cfa®, Cfp®, Ea work for?
Andrew Lippert, Cfa®, Cfp®, Ea works for Simplified Wealth.
What is Andrew Lippert, Cfa®, Cfp®, Ea's role at Simplified Wealth?
Andrew Lippert, Cfa®, Cfp®, Ea is listed as Founder and Wealth Manager at Simplified Wealth.
Where is Andrew Lippert, Cfa®, Cfp®, Ea based?
Andrew Lippert, Cfa®, Cfp®, Ea is based in Greensboro, North Carolina, United States while working with Simplified Wealth.
What companies has Andrew Lippert, Cfa®, Cfp®, Ea worked for?
Andrew Lippert, Cfa®, Cfp®, Ea has worked for Simplified Wealth, Xy Planning Network, Marsh Mclennan Agency | Compass Financial Partners, Fidelity Investments, and Total Quality Logistics.
How can I contact Andrew Lippert, Cfa®, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Andrew Lippert, Cfa®, Cfp®, Ea at Simplified Wealth, including work email, phone, and LinkedIn data when available.
What schools did Andrew Lippert, Cfa®, Cfp®, Ea attend?
Andrew Lippert, Cfa®, Cfp®, Ea holds Master Of Investment Management And Financial Analysis from Creighton University'S Heider College Of Business.
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