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Drew Planners Inc. was established by Andrew Ferraro in 1986 as a Registered Investment Advisory firm dedicated to helping clients achieve and maintain financial security through sound financial strategies and innovative asset management approaches designed to adapt to current market conditions.
Andrew Ferraro, CFPTM is a seasoned investment professional who has been active in portfolio management for the past twenty years. His investment style is characterized by meticulous analysis of the financial markets and thoughtful attention to the needs of the client. Both the conservative and moderately aggressive investor will feel comfortable with his thoughtful approach to investment management.
Under the umbrella of Drew Planners, Inc., Andrew develops financial plans and tailors investment portfolios to meet the varied objectives of his demanding clientele - whether they seek to maximize a college fund for their children; methodically save toward retirement; or require income in their "golden years". Portfolios are structured to meet the goals of the individual.
Andrew has been published in Financial Planning Magazine, quoted in Equity Magazine, and the Gannett (USA Today) newspaper chain. He assisted in writing the first edition of "Women and Investing," a publication issued by the Oppenheimer Funds Group, and is acknowledged on the inside cover as an expert in the investment profession. Most recently, he was interviewed by CBS TV News Weekend Edition to share his market views.
Professionally trained in investments and financial planning by the College for Financial Planning, Andrew earned the Certified Financial PlannerTM designation in 1994. Prior to that, he was awarded the certificate in Personal Financial Planning issued by the prestigious National Society of Public Accountants.
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