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

Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional at Flaharty Asset Management, LLC
Location: Tampa, Florida, United States 5 work roles 1 school
3 work emails found @flahartyllc.com 2 phones found area 813 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 2 phones

Work email a****@flahartyllc.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Flaharty Asset Management, LLC
Role
Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional
Location
Tampa, Florida, United States
Company size
10 employees

Who is Andy Oswald, Cfp ®, Crpc ®? Overview

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Quick answer

Andy Oswald, Cfp ®, Crpc ® is listed as Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional at Flaharty Asset Management, LLC, a company with 10 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at flahartyllc.com, phone signal with area code 813, and a matched LinkedIn profile for Andy Oswald, Cfp ®, Crpc ®.

Andy Oswald, Cfp ®, Crpc ® previously worked as Executive Vice President at Flaharty Asset Management, Llc and Senior Vice President at Flaharty Asset Management, Llc. Andy Oswald, Cfp ®, Crpc ® holds Bachelor'S Degree, Business Management (B.A.), Political Science (B.A.), Graduate With Honors Distinction from Eckerd College.

Company email context

Email format at Flaharty Asset Management, LLC

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*@flahartyllc.com
77% confidence

AeroLeads found 3 current-domain work email signals for Andy Oswald, Cfp ®, Crpc ®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Asset Management.

Current workplace

Andy Oswald, Cfp ®, Crpc ®'s current company

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Flaharty Asset Management, LLC
Flaharty Asset Management, Llc
Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional
clearwater, florida, united states
Website
flahartyllc.com
Employees
10
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Company profile
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5 roles · 20 years

Andy Oswald, Cfp ®, Crpc ® work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Flaharty Asset Management, Llc

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.
  • 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.
Oct 2016 - Feb 2023

Senior Financial Advisor

Flaharty Asset Management, Llc

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.

Oct 2014 - Oct 2016

Member Of The Board Of Directors

Rotary Club Of St. Petersburg, Fl

Tampa/St. Petersburg, Florida Area

Jul 2016 - Jun 2019

Financial Advisor

Ameriprise Financial Services, Inc.

Areas of FocusRetirement Planning StrategiesSaving for EducationSmall BusinessEstate Planning StrategiesTax Planning Strategies

2006 - Oct 2014
Team & coworkers

Colleagues at Flaharty Asset Management, LLC

Other employees you can reach at flahartyllc.com. View company contacts for 10 employees →

MD Michael Demski, Cfa Michael Demski, Cfa Colleague at Flaharty Asset Management, Llc Clearwater, Florida, United States, United States View → LW Larry Weicht, Crpc®, Aif®, Ppc® Larry Weicht, Crpc®, Aif®, Ppc® Colleague at Flaharty Asset Management, Llc Clearwater, Florida, United States, United States View → MR Melissa Robinson Melissa Robinson Colleague at Flaharty Asset Management, Llc Clearwater, Florida, United States, United States View → BA Brian A. Inman, Aif® Brian A. Inman, Aif® Colleague at Flaharty Asset Management, Llc Clearwater, Florida, United States, United States View → TD Todd Demko, Aif Todd Demko, Aif Colleague at Flaharty Asset Management, Llc Greater Tampa Bay Area, United States View → SL Stafford Lawrence Stafford Lawrence Colleague at Flaharty Asset Management, Llc Tampa, Florida, United States, United States View → FF Fallon Flaharty Fallon Flaharty Colleague at Flaharty Asset Management, Llc Clearwater, Florida, United States, United States View → MC Mathew C. Lepak Mathew C. Lepak Colleague at Flaharty Asset Management, Llc Nokomis Beach, Florida, United States, United States View → JD Jim Degenhardt Jim Degenhardt Colleague at Flaharty Asset Management, Llc Greater Tampa Bay Area, United States View → KC Kelley Cornelison Kelley Cornelison Colleague at Flaharty Asset Management, Llc Greater Tampa Bay Area, United States View →
1 education record

Andy Oswald, Cfp ®, Crpc ® education

FAQ

Frequently asked questions about Andy Oswald, Cfp ®, Crpc ®

Quick answers generated from the profile data available on this page.

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 Flaharty Asset Management, LLC?

Andy Oswald, Cfp ®, Crpc ® is listed as Executive Vice President at Flaharty Asset Management, LLC CERTIFIED FINANCIAL PLANNER™ professional at Flaharty Asset Management, LLC.

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

AeroLeads has found 3 work email signals at @flahartyllc.com for Andy Oswald, Cfp ®, Crpc ® at Flaharty Asset Management, LLC.

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

AeroLeads has found 2 phone signal(s) with area code 813 for Andy Oswald, Cfp ®, Crpc ® at Flaharty Asset Management, LLC.

Where is Andy Oswald, Cfp ®, Crpc ® based?

Andy Oswald, Cfp ®, Crpc ® is based in Tampa, Florida, United States while working with Flaharty Asset Management, LLC.

What companies has Andy Oswald, Cfp ®, Crpc ® worked for?

Andy Oswald, Cfp ®, Crpc ® has worked for Flaharty Asset Management, Llc, Rotary Club Of St. Petersburg, Fl, and Ameriprise Financial Services, Inc..

Who are Andy Oswald, Cfp ®, Crpc ®'s colleagues at Flaharty Asset Management, LLC?

Andy Oswald, Cfp ®, Crpc ®'s colleagues at Flaharty Asset Management, LLC include Michael Demski, Cfa, Larry Weicht, Crpc®, Aif®, Ppc®, Melissa Robinson, Brian A. Inman, Aif®, and Todd Demko, Aif.

How can I contact Andy Oswald, Cfp ®, Crpc ®?

You can use AeroLeads to view verified contact signals for Andy Oswald, Cfp ®, Crpc ® at Flaharty Asset Management, LLC, including work email, phone, and LinkedIn data when available.

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

Andy Oswald, Cfp ®, Crpc ® holds Bachelor'S Degree, Business Management (B.A.), Political Science (B.A.), Graduate With Honors Distinction from Eckerd College.

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

Andy Oswald, Cfp ®, Crpc ® is listed with skills including Asset Management.

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