Andrew Nadeau

Financial Consultant, CFP®

At Salem Five Financial

Andrew has been a member of the Salem Five Financial team for over six years. Andrew currently oversees all financial planning and investment due diligence for Salem Five Financial as well as providing financial advice to a wide range of businesses and individuals. As a Certified Financial Planner, Andrew is a firm believer that every situation is different and strives to manage wealth in that manner by focusing on the goals and objectives first. This allows Andrew to craft a custom plan to best align to the needs of the client.

Before Joining Salem Five Financial

Prior to joining Salem Five, Andrew worked for a single family investment office in the greater Boston area.

Education

  • Endicott College – BA in Finance 2005-2009

Credentials

FINRA Series 6, 7, 63, and 66 held through LPL Financial
Financial Life and Health Insurance Licenses
CERTIFIED FINANCIAL PLANNER

Personal

Andrew is a Certified Financial Planner™ and received his bachelor’s degree in Financial Management from Endicott College in Beverly, MA. Andrew resides in historic Salem, MA with his wife Alyssa and dog Baxter.

Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »