Andy Sathe, Mba, Cfp®, Clu Email and Phone Number
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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.
Mcf
View- Website:
- mcfadvisors.com
- Employees:
- 27
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Shareholder, Sr. Financial AdvisorMcf Feb 2010 - Present50 E. Rivercenter Blvd, Suite 300, Covington, Ky 41011Our 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 ) + (ADVANCE PLANNING) + (RELATIONSHIP MANAGEMENT).Investment Management:We provide Institutional-Class Investment Advice to clients that have the vision, discipline and patience to achieve their goals.Advance Planning Includes:Financial Planning:Our proprietary discovery process determines what is important to our clients. We implement strategies that minimize taxes and maximize cash flow to fund both pre-retirement and post-retirement requirements.Asset Protection Strategies:Using a proprietary discovery process, our team of experts finds the best strategies to protect our clients’ assets and lifestyles.Estate Planning:One of our clients' key concerns is ensuring their assets are transferred efficiently from generation to generation. Additionally, we serve business owners by supporting their desire for an orderly succession or sale of their businesses. We also help clients maximize the impact of their charitable gifts.Our team of experts uses a dynamic planning process that takes into account changes in our clients’ lives and makes adjustments to their estate plan.Relationship Management:This means that we not only know our clients, but their other advisors - this helps insure that implementation of a new plan or strategy is accomplished in a coordinated and organized fashion.
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PrincipalThe Malibu Group Sep 2006 - Feb 2010Cincinnati, Oh -
Director, Financial ProjectsCorporex Aug 2004 - Sep 2006Covington, Ky
Andy Sathe, Mba, Cfp®, Clu Skills
Andy Sathe, Mba, Cfp®, Clu Education Details
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Bachelors Of Business Administration -
St Xavier High SchoolCollege Preparatory
Frequently Asked Questions about Andy Sathe, Mba, Cfp®, Clu
What company does Andy Sathe, Mba, Cfp®, Clu work for?
Andy Sathe, Mba, Cfp®, Clu works for Mcf
What is Andy Sathe, Mba, Cfp®, Clu's role at the current company?
Andy Sathe, Mba, Cfp®, Clu's current role is Shareholder, Sr. Financial Advisor at MCF.
What is Andy Sathe, Mba, Cfp®, Clu's email address?
Andy Sathe, Mba, Cfp®, Clu's email address is an****@****oup.com
What is Andy Sathe, Mba, Cfp®, Clu's direct phone number?
Andy Sathe, Mba, Cfp®, Clu's direct phone number is (859)-392*****
What schools did Andy Sathe, Mba, Cfp®, Clu attend?
Andy Sathe, Mba, Cfp®, Clu attended Indiana University - Kelley School Of Business, University Of Notre Dame, St Xavier High School.
What are some of Andy Sathe, Mba, Cfp®, Clu's interests?
Andy Sathe, Mba, Cfp®, Clu has interest in Social Services, Education, Children, Economic Empowerment.
What skills is Andy Sathe, Mba, Cfp®, Clu known for?
Andy Sathe, Mba, Cfp®, Clu has skills like Solutions, Wealth Management.
Who are Andy Sathe, Mba, Cfp®, Clu's colleagues?
Andy Sathe, Mba, Cfp®, Clu's colleagues are Ronal Onal, Harshith A, Matthew L. Rose, Cfp®, Zahn Marley, Mardie Murray, Jason Nero, Tim Gavin, Cfp®.
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