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Andrew Despotakis, CFP®, AIF®, CTS™, ChSNC®

Mariner Wealth Advisors

Andrew Despotakis, CFP®, AIF®, CTS™, ChSNC®

Mariner Wealth Advisors

Andrew Despotakis, CFP®, AIF®, CTS™, ChSNC®

Mariner Wealth Advisors

Profession LogoFINANCIAL PLANNER

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® designee, a Certified Tax Specialist™ designee, and a Chartered Special Needs Consultant ®. He holds health, life, variable life and variable annuity insurance licenses in the State of New Jersey.

Experience and Education

Andrew works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Andrew worked for a wealth advisory firm providing portfolio reviews and comprehensive financial planning advice.

Andrew has a bachelor’s degree with a dual major in finance and financial planning from William Paterson University of New Jersey.

Firm Description

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

229 E. Main St.
Manasquan, NJ 08736

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts