Andy Shafer
Financial Advisor
Designations: ChFC®, AAMS®
513-469-7500
Andrew "Andy" Shafer, with 24 years in finance and over 9 years at Allworth Financial, specializes in comprehensive financial planning, covering investment, retirement, tax, estate, and insurance. A Chartered Financial Consultant (ChFC) and Accredited Asset Management Specialist (AAMS), Andy began his career as a trading specialist at Charles Schwab before roles at AG Edwards and Merrill Lynch led him to Allworth Financial, valuing its philosophy.
Andrew "Andy" Shafer, with 24 years in finance and over 9 years at Allworth Financial, specializes in comprehensive financial planning, covering investment, retirement, tax, estate, and insurance. A Chartered Financial Consultant (ChFC) and Accredited Asset Management Specialist (AAMS), Andy began his career as a trading specialist at Charles Schwab before roles at AG Edwards and Merrill Lynch led him to Allworth Financial, valuing its philosophy.
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- Andy Shafer, Allworth Financial Advisor
More About Andy:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
Barron's1
