Andrew Tuell, RICP®
Private Wealth Advisor | Investment Advisor Representative
Validus Financial – Peoria, Arizona
With over 15 years of experience in the financial services industry, Andrew Tuell is dedicated to helping clients build confidence and prosperous financial futures. As a Private Wealth Advisor and Investment Advisor Representative (IAR) with LPL Financial, Andrew offers personalized financial guidance, leveraging his expertise to navigate the complexities of today’s investment environment.
Holding both the Series 7 and Series 65 registrations, Andrew is well-qualified to offer tailored advice that aligns with your specific goals, whether it's growing wealth, planning for retirement, or managing risk. He strives to provide five-star service to every client by clearly explaining both the benefits and potential risks associated with various financial strategies.
Retirement Income Certified Professional™ (RICP®)
As an RICP® designee, Andrew has specialized training in retirement income planning. This prestigious designation equips him with the tools to create sustainable retirement income strategies, including optimizing Social Security, managing risks, and navigating the asset distribution phase. The RICP® program consists of three advanced, college-level courses, totaling over 150 hours of study, and requires ongoing education to maintain. It is awarded by The American College, a leading institution in financial education since 1927.
Experience & Approach
Andrew’s career includes valuable experience working with top financial firms such as Vanguard, AXA Advisors, and Lincoln Financial Advisors. This diverse background provides him with the ability to offer impartial advice without being tied to any one company's products. Whether you're seeking guidance on stock trading or tackling complex retirement questions, Andrew believes that small, strategic adjustments to your financial plan can lead to lasting success.
Let’s Achieve Your Financial Goals Together
Andrew is here to help you develop a clear financial strategy and select the best approaches to reach your objectives. For a personalized evaluation of your financial situation, contact Andrew today at (623) 806-0088 or email him at andrewtuell@vfateam.com.