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.

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Securities and financial planning offered through LPL a registered investment advisor. Member FINRA/SIPC. Insurance products offered through SBLI and LPL Financial or its licensed affiliates. The LPL Financial Registered Life Representatives associated with this site may discuss/transact securities business with residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.

Investment & Insurance Products Are:

Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Deposit Not Insured by any Federal Government Agency