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 enjoys sports and is a fan of the Reds, Bengals, and FC Cincinnati.
- You can listen to Andy on 700 WLW every Tuesday morning on the Scott Sloan Show.
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 enjoys sports and is a fan of the Reds, Bengals, and FC Cincinnati.
- You can listen to Andy on 700 WLW every Tuesday morning on the Scott Sloan Show.
Andy Shafer
Financial Advisor
Designations: ChFC®, AAMS®
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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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.
More About Andy:
- Along with their golden retriever, George, Andy and his wife Kendra enjoy hiking and camping.
- Andy enjoys sports and is a fan of the Reds, Bengals, and FC Cincinnati.
- You can listen to Andy on 700 WLW every Tuesday morning on the Scott Sloan Show.
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.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — 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
27,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$26 Billion AUM4
Best in Class Ethics
NBRI9