ANDREW LERNER, APMA, AWMA, CFP, ChFC

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Andrew Lerner is a Certified Financial Planner (CFP®) and financial advisor based in Boca Raton, Florida. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Andrew focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, leveraging the resources available at Oppenheimer. His comprehensive approach ensures that clients receive personalized guidance to grow and protect their assets while addressing complex financial issues.

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