ANDREW LAUB, CFA, CFP®
Director of Planning
Andrew@AspireWealthArchitects.com
““Process protects the long-term success of our clients plans.””
Andrew has a profound respect for the fiduciary role that we adhere to at Aspire. He embodies the role of the prudent professional by committing to and advancing the Aspire process that is central to the fulfillment of our clients’ goals.
Andrew delivers the vital benefit of seamless integration between financial planning and portfolio management. He provides value to our clients’ financial lives by delivering a consistent, unwavering process focused principally on the achievement of client goals. Andrew brings a dynamic skill set to Aspire, one that he has developed through his extensive experience working with a wide range of advisors.
Curious, thoughtful, and deliberate by nature, Andrew shows a passion for his work. These admirable qualities are felt throughout Aspire Wealth Architects.
Andrew is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner.