Andrew Lavoie, CFP®’s strength is in combining technical expertise, real-world experience, and a deep understanding of the challenges clients actually face. With two decades of experience in financial services, including 12 years on Wall Street in the demanding world of institutional equity derivatives trading, Andrew’s unique perspective is shaped not only by professional expertise, but also by personal experience as an investor, entrepreneur, and business leader.
Throughout his career, Andrew has personally invested across multiple areas of wealth creation and management, including real estate (including holding a certification in commercial real estate financial modeling), private equity, angel investing, and business formation and management. He has also served as worked in a private company leadership role, where he applied strategic financial planning and operational ownership to support growth, improve efficiency, and strengthen long-term financial outcomes. Through these firsthand experiences, Andrew developed a deep understanding of many of the opportunities and challenges faced by successful professionals, entrepreneurs, and high-income families. Having navigated the complexities of rapid income growth, investment decision-making, business ownership, and wealth preservation himself, he brings both technical expertise and practical perspective to every client relationship.
As a self-directed investor turned financial professional, Andrew understands that many financial mistakes stem not from a lack of effort, but from a lack of coordination, strategy, and perspective. His goal is to help clients identify opportunities they may not have considered, avoid unnecessary risks, and build financial strategies that create greater efficiency, flexibility, and confidence.
Clients value Andrew for his analytical mindset, breadth of experience, and ability to bridge the gap between sophisticated financial concepts and real-world decision-making. For Andrew, as a CFP® professional, financial planning is ultimately about sharing the knowledge that allows people to overcome challenges and build the lives they envision.
Andrew attended Syracuse University and graduated Summa Cum Laude. After living and working for 14 years in New York City, Andrew is now a proud husband and father of two (a girl and a boy) in Ridgefield, CT.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. I.M. FINANCIAL is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4260896. AR License #20433630.