Financial Planner, CFP®, CPWA
Andrea Fletcher joined Larson Financial Group in March 2011, specializing in providing comprehensive financial planning and wealth management for physicians. She realizes that physicians have very little time to handle their financial affairs and serves as a resource to provide customized, objective advice that allows her clients to make better financial decisions and put themselves in the best position possible to reach their goals.
Andrea offers expertise in portfolio management, asset allocation and diversification, asset protection, insurance planning and tax efficient wealth accumulation.
Andrea received her Bachelor’s degree in Business Marketing / Management from Southern Illinois University Edwardsville (SIUE) in 2008 and began her career in the financial industry upon graduating. She currently holds her Series 7, 66 & 63 registrations along with her Life and Health Insurance License.
Andrea is committed to advancing her knowledge within the financial industry so that she can provide quality and trusted advice for her clients. In doing so, Andrea has earned the prestigious CERTIFIED FINANCIAL PLANNER TM (CFP®) designation, as well as the CERTIFIED PRIVATE WEALTH ADVISOR (CPWA®) designation.
Andrea enjoys spending time with family and friends. She also loves traveling and being outdoors whenever possible.
Check the background of this investment professional on FINRA’s BrokerCheck.
7500 College Blvd
Overland Park, KS 66210