About Andrew Constantinides, CFP®
Early Life and Educational Background
Andrew Constantinides, CFP®, is an investment advisor dedicated to helping high net worth families secure their financial futures. Born near Baltimore, Maryland, into a Greek-American household, Andrew was instilled with strong values of responsibility, integrity, and work ethic from an early age. A talented athlete in lacrosse and wrestling, he moved to South Florida to pursue a degree in Business Administration at Northwood University, where his passion for economics and mathematics laid the foundation for his financial expertise.
Professional Journey and Financial Expertise
With extensive experience gained during the 2008 financial crisis and positions at leading financial institutions, Andrew now independently creates customized financial strategies focusing on proactive risk management, Restricted Stock Units (RSU), Incentive Stock Options (ISO), estate planning, and tax-efficient wealth management. Beyond finance, Andrew is an avid chess player, traveler, and is currently pursuing his private pilot’s license, continually embracing opportunities for personal growth and community connection.
Andrew Constantinides’ Areas of Financial Expertise
Andrew Constantinides, CFP®, has extensive expertise in various specialized investment fields. His primary areas include:
– Public Equity and Private Equity Markets
– Private Credit and Structured Products
– Venture Capital and Infrastructure Investments
– Strategic Management of Restricted Stock Units (RSU) and Incentive Stock Options (ISO)
– Goals-Based Wealth and Risk Management
– Estate Tax Efficiency and Legacy Planning
Andrew integrates these specialties to deliver comprehensive, personalized financial strategies tailored to the specific needs of high net worth and ultra-high net worth individuals and families.