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Andrew Sasso, CFP®, ChSNC®, ChFC®

Wealth Manager
Andrew serves as a Wealth Manager, working directly with clients to develop and implement customized financial plans. Andrew's approach is focused on continuous partnership with clients to define their relationship with their resources in order to truly understand and enhance the long-term impact it can have on their family, community and society. In doing so, he draws on the specialized expertise across the Creative Planning team, including investments and retirement planning, tax planning, risk management, charitable giving, employee benefits and estate planning. Prior to joining Creative Planning, Andrew served clients as a Vice President at one of the nation's largest financial services firms. He has spent his entire career in the financial services industry and has developed an in-depth knowledge on the many facets of professional wealth management. Andrew received his bachelor's degree in Business Administration from the State University of New York at Albany. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and maintains the Chartered Special Needs Consultant® and Chartered Financial Consultant® designations from The American College of Financial Services. Andrew is a native New Yorker and resides in Brooklyn with his wife Jessica and their Shih Tzu, Coco. In his spare time, he enjoys reading, cooking and making people laugh. He is a passionate Knicks fan and hopes to live long enough to see them win a championship.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021