Andrew Waggoner, CFP

Quincy, IL

Verified Identity

Wealth Consultant at

Life Science Wealth

Years of Experience

10 years

Member Since

2023

Allow Me to Introduce Myself

"For three decades, Andy has reveled in the warmth and charm of Quincy, Illinois. As a proud alumnus of both Quincy High School and Quincy University, Andy earned a Bachelor's in Biological Sciences (minor in Chemistry) in 1997, setting the stage for his successful career. Between 1999 and 2014, And...

Clientele

Inheritors

Tech Sales

New Investors

Retirees

Surviving Spouses

Services Provided

Advice-Only Financial Planning

Investment Management

Financial Planning

Retirement Planning

Specialties and Expertise

High Net Worth Planning

Portfolio Construction

Succession Planning

Retirement Income

Debt Management

Credentials and Designations

CFP®

Certified Financial Planner™

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Series 66

Series 66 - Uniform Combined State Law Exam

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Pricing Models

Flat FeeAUM

Education

Quincy University

B.S. Biological Sciences- Chemistry minor

Obtained in 1997

Disclosures and Proof of License

SEC Profile

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