Andrew Lindenberg, RICP, CAS, RPS, HFC

With over a decade of experience in Retirement Planning and Wealth Management, Andrew currently holds 4 professional designations devoted from institutions including Columbia and Wharton. Andrew helps lead our group, assisting our select clients with retirement planning, Long-term care insurance, risk management, and estate planning. Our partnership has lead to managing over $500mm in total assets across multiple lines of business in the United States, as of 2025.