Andrew E. Farah

CIMA®
Branch Manager
Certified Investment Management AnalystSM

Andrew Farah, Certified Investment Management Analyst®, offers boutique wealth management 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, 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 money management
  • 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 Premontre High School of Green Bay, Wisconsin.

Andrew Farah's public affiliations include:

  • Green Bay Packers - Board of Directors since 2001
  • Green Bay Packers - Finance & Community Affairs Sub Committees
  • Green Bay/Fox Valley Notre Dame Alumni Club - Past President/Treasurer
  • National Monogram Society of the University of Notre Dame
  • Appleton YMCA Service Organization
  • Green Bay Area Chamber of Commerce and Member CEO Round Table®

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 28 years of experience in the financial services industry with quality investment alternatives using the latest information and technology available.

Andrew strives to present information in a straightforward, understandable manner so that, together with his clients, he can determine the most appropriate options available for their goals. He constantly considers changes in both the marketplace and in his clients' needs, making necessary adjustments to help them on both fronts.

He and his wife, Laura, have four beautiful daughters. In their leisure time they 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.