Andrew M. Suthern, Cfa®, Cfp®, Fcsi®, Cim, Portfolio Manager Email & Phone Number

Andrew M. Suthern, Cfa®, Cfp®, Fcsi®, Cim, Portfolio Manager is a Portfolio Manager, Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI® at Investment Planning Counsel. He possess expertise in strategic financial planning, investments, portfolio management, wealth management, financial planning and 27 more skills. Colleagues describe him as "Andrew has been our financial consultant since 2000. In that time, he has always displayed professionalism and given sound advice. He responds quickly to questions and meets with us regularly. He gives 'the straight goods' and bottom line. He points out the weak spots and risks associated with the options of preparing a plan. Recently, we reviewed my financial plan, a plan put together 13 years ago, and we are virtually right on target. (the key is execution of the plan!) I feel very confident with Andrew at the tiller of my financial ship." and "Andrew is definitely not a churn-em-and-burn-em guy. He’s a long-haul, what’s good for you is good for me, kind of guy. Personable, approachable, and razor sharp, Andrew will give you a clear line of sight to your financial goals and help you get there."

Listed skills include Strategic Financial Planning, Investments, Portfolio Management, Wealth Management, and 28 others.