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Jon Andre - CFP® – Investment Portfolio Manager, Wealth Advisor

Jon Andre

As Investment Portfolio Manager, Jon manages clients’ investment portfolios, aligning their investment goals and Total Wealth Planning’s Investment Policy Committee recommendations. A member of the Investment Policy Committee, he provides ongoing investment and economic research and analysis. Besides wealth management experience and knowledge, Jon’s credentials include:
  • Expertise in complex executive compensation and equity compensation programs: non-qualified employee stock options, incentive stock options, and restricted and performance-based equity grants
  • Certified Financial Planning Professional (CFP®)
  • Bachelor of Science, Business Administration degree in Finance, Xavier University
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Currently pursuing the Charted Financial Analyst (CFA) designation
Outside of the office, Jon resides in West Chester with his wife, Andrea, and three children.
 
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Payments to the IRS through "Direct Pay"
Tuesday, December 4, 2018


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