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Andrew Kousouros, CFP
Financial Advisor
Email Address
Andrew.Kousouros@wellsfargo.comPhone Number
(914) 806-5940As a Financial Advisor, the core value of my approach is that no two clients are the same: advice should be catered to everyone on a personalized, individual basis. Understanding the mindsets of my clients with regards to their investments, goals and objectives is paramount to building a tailored strategy for not only their needs, but their financial legacy when it comes to building a plan for future generations.
Not only am I a Financial Advisor, but I am proud to call myself a CFP® practitioner. As such, I am held to a higher standard regarding the recommendations that I make and advice that I provide. It is a designation I hold proudly in acting as a fiduciary for my clients as I am entrusted to give a broader scope of advice outside of the standard investment conversation. I have had the privilege of working closely with clients both near and far and it has been a pleasure to be a part of their life journeys.
While Wells Fargo Advisors offers an extensive list of products and services, the first conversation is just that: a conversation. The better my understanding of your financial situation, the better the advice I can provide and the more substantial our relationship can be in working together.
I appreciate your time and I look forward to meeting you!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Certificates
CFP
Investment expertise and advice in an effort to help clients succeed financially





