Andrew Constantinides, CFP®

Investment Advisor Specializing in Customized Financial Strategies for High Net Worth Families

About Andrew Constantinides, CFP®

Andrew Constantinides, CFP®, is an experienced investment advisor who specializes in developing strategic financial solutions for high net worth and ultra-high net worth families. His expertise covers public equity markets, private equity, private credit, structured products, venture capital, risk management, Restricted Stock Units (RSU), and Incentive Stock Options (ISO). Andrew is dedicated to delivering personalized strategies aimed at achieving optimal risk-adjusted returns.

Expertise & Philosophy

Andrew leverages his deep understanding of economics, mathematics, and proactive risk management to build institutional-quality portfolios. His approach emphasizes goals-based financial planning, prudent asset allocation, and tax-efficient strategies designed to protect and grow wealth over the long term. He carefully evaluates each client’s individual risk tolerance, investment timeline, and financial aspirations to ensure that strategies align precisely with their unique objectives.

Contact Me

Additionally, Andrew places significant importance on comprehensive legacy planning and estate tax efficiency. By addressing these elements proactively, he ensures that clients are not only financially secure but also positioned to leave meaningful legacies. Andrew believes strongly in ongoing education and transparent communication, regularly guiding clients through market fluctuations and financial complexities to foster confidence and clarity.

Media & Appearances

Recognized as a financial authority, Andrew regularly shares insights on reputable news stations, podcasts, and keynote events. He passionately educates audiences on navigating market volatility, advanced financial planning, and strategic asset management.

5 Mistakes Millennials Are Making With Their Money in the Trump Economy

Historically, when volatility spikes—as it did in early April—the equity markets tend to see large gains one year later,” said Andrew Constantinides, a financial advisor at Neil Jesani Wealth Management.

Read The Full Article

This Market Is The Buying Opportunity Of A Lifetime

“Apps make investing easy, but ease of access often leads to overexposure in correlated assets like tech-heavy ETFs or crypto, [with] little regard for true diversification or downside protection,” said Andrew Constantinides, investment advisor and RSU strategist at Neil Jesani Wealth Management, LLC.

Read The Full Article

Contact Andrew Constantinides, CFP®

Whether you’re seeking personalized advice, exploring financial planning strategies, or looking for an expert opinion for your next event, Andrew Constantinides is ready to connect.