Andrew Randisi, CFP®
Senior Financial Advisor
Meet the Team
Andrew Randisi, CFP®
Senior Financial Advisor
Andrew is a PCM Senior Financial Advisor. He recently graduated from Drexel University in June of 2017, where he earned a Bachelor of Science in Business Administration dual majoring in Accounting and Finance. Andrew graduated at the top of his class with the distinction of Summa Cum Laude. While at Drexel, Andrew was a part of the 5-year 3-co-op program where he interned at Sunoco Inc., PricewaterhouseCoopers, and Pennsylvania Capital Management. Andrew works hand-in-hand with PCM’s Senior Investment Management Consultant analyzing client portfolio allocations. In July of 2018 Andrew passed his CFP® certification Exam at Temple University’s Center City campus.
Outside the Office
NEWS & BLOG
FROM THE BLOG
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14
SepMarket Volatility
In this webinar we discuss strategies for riding the waves of market volatility. As Warren Buffet has said “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”
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13
SepCharitable Giving
In this webinar we discuss gifting to public charities, donor advised funds, and 501(c)(3) organizations and different strategies for each.
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09
SepWhere to Stash Your Cash
In this webinar we discuss how much to have in your emergency fund, and where to invest it with easy liquidity and interest rates in mind.
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