Andy Oswald, Cfp ®, Crpc ®

Andy Oswald, Cfp ®, Crpc ® Email and Phone Number

Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional @ Flaharty Asset Management, LLC
clearwater, florida, united states
Andy Oswald, Cfp ®, Crpc ®'s Location
Tampa, Florida, United States, United States
Andy Oswald, Cfp ®, Crpc ®'s Contact Details

Andy Oswald, Cfp ®, Crpc ® personal email

n/a

Andy Oswald, Cfp ®, Crpc ® phone numbers

About Andy Oswald, Cfp ®, Crpc ®

I implement solutions to meet clients' complex financial needs with a focus on comprehensive wealth planning and mitigating investment risk. I attended Eckerd College where I competed for the Men’s Soccer Team and graduated with honors.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to website section above. For a list of states in which I am registered to do business, please visit www.flahartyllc.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Andy Oswald, Cfp ®, Crpc ®'s Current Company Details
Flaharty Asset Management, LLC

Flaharty Asset Management, Llc

View
Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional
clearwater, florida, united states
Website:
flahartyllc.com
Employees:
10
Andy Oswald, Cfp ®, Crpc ® Work Experience Details
  • Flaharty Asset Management, Llc
    Executive Vice President
    Flaharty Asset Management, Llc Feb 2023 - Present
    View
  • Flaharty Asset Management, Llc
    Senior Vice President
    Flaharty Asset Management, Llc Oct 2016 - Feb 2023
    Clearwater, Fl
    MISSION To guide our clients in making sound financial decisions and to help them simplify their lives. INVESTMENT FIDUCIARYSomeone who is managing the assets of another person and stands in a special relationship of trust, confidence and legal responsibility with their clients. We are held to a higher standard in our investment process and adhere to these standards. COMPREHENSIVE FINANCIAL PLANNINGComprehensive Financial Planning is the analysis of multiple financial concerns to give you a clearer vision of your financial future, track your progress against your goals and create a roadmap for your future. Key components analyzed are:• Asset management• Retirement planning• Tax planning• Estate planning• Insurance and risk managementACCOUNT AGGREGATIONAccount aggregation, also known as comprehensive financial management, is a service that allows our clients to consolidate information from all of their financial institutions in one convenient location. The benefit of this is that it gives a snapshot of your overall financial picture. With one logon site, you can access your investment and bank accounts, mortgages, frequent flier miles, credit cards and have a secure place to store images of your most important documents. Comprehensive Financial Management allows you to: • Know your Net Worth in one click• Allows us to understand and track your financial goalsSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to website section above. For a list of states in which I am registered to do business, please visit www.flahartyllc.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
    View
  • Flaharty Asset Management, Llc
    Senior Financial Advisor
    Flaharty Asset Management, Llc Oct 2014 - Oct 2016
    Clearwater, Fl
    Andy works with Institutions and High Net Worth Families on an intimate level to gain a clear vision of their expectations, needs and dreams. Clients have come to expect personalized wealth management solutions with detailed rationale to support each proposed solution. He meets regularly with his clients- focusing on building ironclad relationships.
    View
  • Rotary Club Of St. Petersburg, Fl
    Member Of The Board Of Directors
    Rotary Club Of St. Petersburg, Fl Jul 2016 - Jun 2019
    Tampa/St. Petersburg, Florida Area
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. 2006 - Oct 2014
    Areas of FocusRetirement Planning StrategiesSaving for EducationSmall BusinessEstate Planning StrategiesTax Planning Strategies
    View

Andy Oswald, Cfp ®, Crpc ® Skills

Asset Management

Andy Oswald, Cfp ®, Crpc ® Education Details

Frequently Asked Questions about Andy Oswald, Cfp ®, Crpc ®

What company does Andy Oswald, Cfp ®, Crpc ® work for?

Andy Oswald, Cfp ®, Crpc ® works for Flaharty Asset Management, Llc

What is Andy Oswald, Cfp ®, Crpc ®'s role at the current company?

Andy Oswald, Cfp ®, Crpc ®'s current role is Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional.

What is Andy Oswald, Cfp ®, Crpc ®'s email address?

Andy Oswald, Cfp ®, Crpc ®'s email address is an****@****mpf.com

What is Andy Oswald, Cfp ®, Crpc ®'s direct phone number?

Andy Oswald, Cfp ®, Crpc ®'s direct phone number is +181387*****

What schools did Andy Oswald, Cfp ®, Crpc ® attend?

Andy Oswald, Cfp ®, Crpc ® attended Eckerd College.

What are some of Andy Oswald, Cfp ®, Crpc ®'s interests?

Andy Oswald, Cfp ®, Crpc ® has interest in Dali Museum, Tampa Bay Lightning, Volunteering, Investing, Tampa Bay Rays, Soccer, Beach Volleyball, Local Economic Development, Snowboarding, Eckerd College Athletics.

What skills is Andy Oswald, Cfp ®, Crpc ® known for?

Andy Oswald, Cfp ®, Crpc ® has skills like Asset Management.

Who are Andy Oswald, Cfp ®, Crpc ®'s colleagues?

Andy Oswald, Cfp ®, Crpc ®'s colleagues are Stafford Lawrence, Michael Demski, Cfa, Larry Weicht, Crpc®, Aif®, Ppc®, Mathew C. Lepak, Fallon Flaharty, Jim Degenhardt, Brian A. Inman, Aif®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.