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Andrew J Barkley, CFP®

Financial Advisor / Managing Partner

About Andy

Andy has over 30 years of experience specializing in client centric financial planning with over $100MM of assets under advisement. He is well versed in multigenerational planning and advice and is a proud husband and parent of two children.

Areas of focus

  • Employee Stock Options
  • Tax Planning Strategies
  • Family Finances
  • Divorce Financial Planning
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® Certified Financial Planner™

Education

  • Allegheny College, BA Economics
  • Golden Gate University, MS Financial Planning

Professional associations

Interests

  • My Family: I am proud to share my life with such a driven yet family-centered woman. We strive to be good role models for our two children so they become productive,ethical, fearless members of society.
  • Sports: From coaching teams to my weekly tennis match, sports are an active part of my life. They teach discipline, team work, sportsmanship and community pride.
  • Theatre: My affinity for theatre began in college as I participated in many productions. While I don’t perform anymore, we are ardent supporters of the Cleveland theatre community.
  • Reading: Whether for pleasure or for expanding my professional acumen, I always enjoy a good “read”.