Andre is a Senior Financial Counselor and has been with Weston Financial since 2000. He is a CFP® practitioner and a voting member of the firm's Investment Committee. Andre also serves as Vice President and Portfolio Manager of New Century Portfolios. Andre is responsible for counseling high net worth individuals and corporate executives to construct and implement comprehensive financial plans, which include the use of customized investment, tax, and estate planning strategies. He particularly enjoys employing a collaborative approach to the planning process and, in doing so, specializes in not only providing planning solutions but also educating clients while helping them meet their financial goals. He received a B.S. in Finance from Bentley University and completed the CFP® Professional Education Program at the College for Financial Planning. Andre volunteers his time with and is an active member of the financial committee of the Portuguese American Scholarship Foundation.
Form ADV Part 2B Brochure Supplement
