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@mcfadvisors.com
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1 phone found area 859
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Andy Sathe, Mba, Cfp®, Clu is listed as Shareholder, Sr. Financial Advisor at MCF at MCF, a company with 27 employees, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at mcfadvisors.com, phone signal with area code 859, and a matched LinkedIn profile for Andy Sathe, Mba, Cfp®, Clu.
Andy Sathe, Mba, Cfp®, Clu previously worked as Shareholder, Sr. Financial Advisor at Mcf and Principal at The Malibu Group. Andy Sathe, Mba, Cfp®, Clu holds Mba from Indiana University - Kelley School Of Business.
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AeroLeads found 3 current-domain work email signals for Andy Sathe, Mba, Cfp®, Clu. Compare company email patterns before reaching out.
Providing financial insights that enable business owners & entrepreneurs to make informed decisions with their money ...I consult with business owners / founders and other busy professionals to facilitate informed financial decisions - helping them with challenges that range from valuing and selling their business to minimizing taxes - unlocking energy and time that they would prefer to spend accomplishing their professional and family goals.Effective executives recognize that successful organizations require long-term, strategic thinking. When it comes to personal wealth management, the process is no different. As co-CEO of your family, it’s incumbent upon you to define your financial goals and take steps to achieve them.What can MCF do for you?- Ensure your family benefits from an effective financial and estate planning process- Minimize taxes- Maximize the impact of your charitable gifts- Help Maximize the value of your businessIf you would like to discuss a 2nd Opinion, feel free to contact me at (859) 392-1376 or asathe@mcfadvisors.comABOUT ME:I have been with MCF for almost 10 years, serving as a Consultant within our Wealth Management division. My undergraduate degree in Finance (with a 2nd major in Philosophy) is from the University of Notre Dame, and later, an MBA from the Kelley School of Business at Indiana University.Career has included stops in commercial real estate as well as investment banking. I am also highly engaged in the local community, serving on multiple boards including Connetic Ventures, the UC Economics Center, UpTech, and the Cincinnati Golfers’ for Charity.DISCLAIMER:The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Listed skills include Solutions and Wealth Management.
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50 E. Rivercenter Blvd, Suite 300, Covington, KY 41011
Our clients value fiduciary partners of high integrity, who foster intelligent financial decision-making. We first understand our clients. Then, domain expertise, robust processes and an uncommon clarity of thought facilitate successful client outcomes. This is what we call "financial leadership"We define wealth management as (INVESTMENT MANAGEMENT ) +.
Other employees you can reach at mcfadvisors.com. View company contacts for 27 employees →
Shannon Dalcour
Colleague at Mcf
Lexington, Kentucky, United States, United States
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EW
Elijah Workman
Colleague at Mcf
Lexington, Kentucky, United States, United States
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ZM
Zahn Marley
Colleague at Mcf
Washington DC-Baltimore Area, United States
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KK
Kristopher Kellinghaus, Cfa, Caia, Cfp®
Colleague at Mcf
Covington, Kentucky, United States, United States
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TJ
Twinamasiko Johnson
Colleague at Mcf
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PB
Peter Bryans, Cfa®, Caia®, Cfp®
Colleague at Mcf
Covington, Kentucky, United States, United States
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SS
Stewart Smith
Colleague at Mcf
Lexington, Kentucky, United States, United States
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SB
Sanju Bhai
Colleague at Mcf
Assam, India, India
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LA
Laura Asinari
Colleague at Mcf
Greater Turin Metropolitan Area, Italy
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HD
Harrison Dean
Colleague at Mcf
Cincinnati, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Andy Sathe, Mba, Cfp®, Clu works for MCF.
Andy Sathe, Mba, Cfp®, Clu is listed as Shareholder, Sr. Financial Advisor at MCF at MCF.
AeroLeads has found 3 work email signals at @mcfadvisors.com for Andy Sathe, Mba, Cfp®, Clu at MCF.
AeroLeads has found 1 phone signal(s) with area code 859 for Andy Sathe, Mba, Cfp®, Clu at MCF.
Andy Sathe, Mba, Cfp®, Clu is based in Cincinnati Metropolitan Area, United States, United States while working with MCF.
Andy Sathe, Mba, Cfp®, Clu has worked for Mcf, The Malibu Group, and Corporex.
Andy Sathe, Mba, Cfp®, Clu's colleagues at MCF include Shannon Dalcour, Elijah Workman, Zahn Marley, Kristopher Kellinghaus, Cfa, Caia, Cfp®, and Twinamasiko Johnson.
You can use AeroLeads to view verified contact signals for Andy Sathe, Mba, Cfp®, Clu at MCF, including work email, phone, and LinkedIn data when available.
Andy Sathe, Mba, Cfp®, Clu holds Mba from Indiana University - Kelley School Of Business.
Andy Sathe, Mba, Cfp®, Clu is listed with skills including Solutions and Wealth Management.
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