Andrew E. Farah

, CIMA®
Branch Manager
Certified Investment Management AnalystSM

Andrew Farah, Certified Investment Management Analyst®, offers boutique Wealth Strategy Services, managing and planning the financial futures of many high-net-worth individuals, families and their businesses, which includes but is not limited to the following:

  • Estate, Retirement, Business and Financial Planning
  • 401(k), 403b, Pension plans and all other forms of employee benefits
  • Life, health, disability, and long-term care insurance
  • Private portfolio management or Separately Managed Accounts (SMA’s)
  • Alternative investments
  • Business strategies
  • Personal & Corporate cash flow management

Andrew is a graduate of the College of Business Administration at the University of Notre Dame, South Bend, Indiana, with a bachelor’s degree in Business Finance. He is also a graduate of the Wharton School, University of Pennsylvania Certified Investment Management Analyst program.

Andrew Farah's public affiliations include:

  • Green Bay Packers - Board of Directors since 2001
  • Green Bay Packers – Audit Committee
  • Green Bay/Fox Valley Notre Dame Alumni Club - Past President/Treasurer
  • National Monogram Society of the University of Notre Dame
  • Appleton YMCA Service Organization

As a Certified Investment Management Analyst® professional, Andrew's mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. To accomplish this, he combines over 31 years of experience in the financial services industry with quality investment strategies using the latest information and technology available to assess risks and expected returns E(r) for maximum client success.

Andrew strives to present information in a straightforward, understandable manner so that, together with his clients, he can determine the most appropriate path available for their individual or family goals. He constantly considers all financial changes in not only the marketplace but, in his clients' needs and life changes, making necessary adjustments to help them on all financial fronts, i.e. Insurance, Estate, Debt, Business and Retirement.

He and his wife, Laura, have four beautiful daughters, three sons-in-law and 5 wonderful grandchildren. In their leisure time they all enjoy skiing, camping, boating and traveling.

 

Investments & Wealth Institute™(The Institute) is the owner of the certification that marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Raymond James is not affiliated with any of the above listed organizations.