Have you ever wondered how a chance encounter at a Christmas party could change the course of your career? Or how a former dressmaker from New York found his calling in financial advising amidst a market crash? In this episode of Carlsbad: People, Purpose, and Impact, I had the pleasure of chatting with Andrew Lippman, who shares his fascinating journey from the bustling streets of New York to the welcoming embrace of Carlsbad.
Andrew's story is one of remarkable adaptability and resilience. He talks about transitioning from the declining garment industry to finance, all while highlighting the importance of building long-term relationships with clients. His commitment to community extends beyond his professional life; you'll hear about his involvement with Kids For Peace and his passion for competitive pickleball, which he uses as a platform for charity.
Join us as Andrew opens up about his love for the performing arts, his culinary talents, and how he continues to nurture connections across state lines. Whether you're interested in finance, community engagement, or simply love a good story of personal growth, this episode is for you! Connect with Andrew through his website and LinkedIn for more insights and stories.
Andrew Lippman's Bio:
I am very happy and proud to say I am now a Carlsbad resident for almost 14 months. I grew up in Queens, NYC and lived most of my prior adult life on Long Island. After graduating college I worked in NY's Garment Center. Where I bought dresses for a Midwest Department store chain before becoming a Dress Manufacturer. In 1986 I went back to school at night to take finance courses at NYU. I passed my Series 7 Brokers license exam in August 1987. In October of 1987 the Stock Market crashed. Suddenly I realized I needed to pivot to a more Holistic approach for Financial Advice. I got my Life Insurance License and embarked on a 37 year journey of Financial Education which has helped me deliver quality cutting edge advice to my clients as an independent highly credentialed financial adviser.
Andrew Lippman, CFP®, AIF®, ChFC®, CLTC®, CFS®, CSSCS
Certified Financial Planner® Chartered Financial Consultant® Accredited Investment Fiduciary® Certified in Long Term Care® Certified Fund Specialist®
Certified in Social Security Claiming Strategies
As an Accredited Fiduciary with 37 years of experience, I specialize in using advanced award-winning Financial Software to assist in designing a truly personalized financial plan. I enjoy helping people and my work gives me much satisfaction. I do Pro Bono work often and offer advice when and where it can be of benefit. I am single with no children of my own and I'm an avid tournament tough pickle-ball player. I am also a Serious Foodie and love and support live theater.
Connect with Andrew:
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-Website: InWealth.com
-Email: Andrew@InWealth.com
-LinkedIn: linkedin.com/in/andrew-lippman-cfp®-aif®-3aa91417b
-Phone: 442-244-0563
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