Andrew Jaffee

Wealth Management Advisor

CFP®, RICP®

Andrew works on behalf of clients to stay on top of the ever-changing planning landscape, cutting through the noise to help them make significant decisions. As a fiduciary acting in the best interests of clients his role is to help them define a clear vision and provide thought leadership around complex ideas and solutions in a simple, easy-to understand way that will help move the needle.

Retirees, entrepreneurs and medical professionals leverage his insights to mitigate taxes, enhance their portfolios and net worth, maximize income streams and both protect and augment their legacy. Andrew believes comprehensive financial planning and wealth management lies at the intersection of these various and oftentimes competing financial issues…..with one ultimate goal: For clients to live a life by design, not default.

A native of Charleston, South Carolina he graduated from the College of Charleston with a Bachelor of Science degree in International Business. Professional certifications include: CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®).

Andrew serves as President of the PlayToday! Foundation, a 501(c)3 organization that fosters play opportunities for people of ALL abilities. He resides in Mount Pleasant, South Carolina with his wife, Kristin, and their two children: Meyer and Jameson.

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