Andrew Tuell RICP® is a Private Wealth Advisor and Investment Advisor Representative (IAR) with LPL Financial in Peoria, Arizona. He works with clients to help them towards building strong and secure financial futures. Working in financial services since 2007. Andrew strives to provide 5 star services to all of his valued clients by communicating benefits and risks associated with the investment environments of today. Having a series 7 and 65 registration allows him to provide guidance and make specific recommendations tailored to each individual's goals and aspirations.
RICP® (Retirement Income Certified Professional™)
The RICP® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest form of academic accreditation.
Working with Vanguard, AXA Advisors, and Lincoln Financial Advisors previously, he has brought experience to LPL and many accolades and awards from these financial firms. This allows him to be impartial when it comes to companies and provide guidance that isn't aligned with any one company. Dealing with stock trading to complicated retirement questions, Andrew believes that making small incremental changes to one's overall financial plan is the key to success!
He can help you to map out your financial goals and guide you in selecting the appropriate strategies to help you work towards your objectives. Please contact Andrew for a personalized evaluation of your financial goals and current situation (623) 806-0088 or send an email to andrewtuell@vfateam.com