Specialties
About Me
Andrew serves families and business owners so that they may exceed their retirement and legacy goals through risk mitigation, investment allocation, and tax planning.
He graduated from Hillsdale College in 2019 with a Bachelor of Arts in Financial Management. In 2022, he completed his CERTIFIED FINANCIAL PLANNER™ Professional certification as well as the Chartered Financial Consultant® and Chartered Life Underwriter® designations with the American College of Financial Services. Andrew has a fiduciary responsibility to his clients, holds the Series 66 and 7 licenses in addition to various state licenses. He enjoys serving his local community in youth outreach; hiking and camping with family & friends; traveling to new places; playing basketball; and hunting. His wife, two year old daughter and baby boy also keep him busy!
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, ChFC, CLU
Chartered Designations
What do these credentials mean?
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Disclosures
Andrew Sheard offers securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC and a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in AL, CO, CT, FL, IA, MI, MT, NJ, NY, OH, OR, PA, SC, VA, WA, WI, and WV. Sage Investments and Centaurus Financial Inc are not affiliated.