PROFESSIONAL PROFILE
Andrew R. Aramany, CFP®, CRPC®, ChFC®
CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
Drew has 15 years experience in the financial services industry and joined Merrill Lynch in 2005 as a Financial Advisor. Prior to Merrill Lynch he worked at the Vanguard Group and also at Lincoln Financial.
Committed to lifelong learning, Drew obtained one of the most highly regarded designations in the industry, the CFP®. Continuing his studies he became a Chartered Retirement Planning Counselor (CRPC®), and in 2011 he became a Chartered Financial Consultant (ChFC®).
Drew earned an MBA from Villanova University. As an undergraduate student Drew studied Economics and Political Science at the University of Delaware. At Delaware he earned a letter playing collegiate football and was able to graduate early.
To help clients plan a comfortable retirement, Drew takes time to listen to his clients. By asking questions he is able to discover their needs, desires, and fears. By really understanding his clients he is able to develop appropriate strategies centered around them. During meetings he finds it very important to listen more than he talks.
Understanding that costs impact his clients' long term performance he utilizes low cost Exchange Traded Funds (ETFs). His strategic ETF asset allocation models are designed to meet his clients' different financial circumstances.
At work and in life he is a processed driven individual but understands that all plans need to be flexible. Once a plan is implemented he doesn’t stop there. Drew continues the relationship with ongoing reviews, and realizes clients have ever changing needs.
Drew has access to a network of specialists and is equipped with the information and services to meet virtually every aspect of his clients' financial lives. Those services include investment strategies, retirement and education planning, wealth transfer strategies, cash management, and home financing alternatives.
Originally from Pittsburgh, he now resides in Downingtown, PA with his wife Allison. They have two children Andrew age 7, and Lily age 5. Besides spending quality time with his family, Drew enjoys running marathons, skiing, and golf.
Drew is President of his business networking group, LeTip of Exton, PA, teaches personal finance classes at the Chester County Night School, is the Beautification Chairperson of Shamona Creek Elementary School and coaches youth sports for the Glenmore Eagle Youth Association.