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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04
AprSecure Act 2.0 Webinar
Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022.
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Health Savings Accounts Webinar
In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.
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08
DecCyberSecurity: Protect Yourself
CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.
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