Andrew Tuller, CFP®
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Andrew is native of Oldam Co Ky, a small community right outside of Louisville, where he grew up. While attending Centre College, studying financial economics, Andrew played football as a wide receiver. After graduating in 2013 he immediately took a position with Fidelity Investments as a Retirement Solutions Representative and worked with 401(k) participants where he provided advice and guidance. In 2015 Andrew joined PNC investments as a Financial Specialist until a year later in 2016 he was promoted to being a financial advisor. During this year Andrew started studying for his Certified Financial Planner (CFP®) designation. By the next year, which is a feat in itself, he passed his exam CFP® exam.
Working with the retail side of banking has given Andrew the ability to witness and experience different aspects of investment planning for many types of clients. After a nine-year stint with PNC, Andrew has now moved to Commonwealth Capital Management, LLC where he can utilize his CFP credentials to help his clients in a broader spectrum of services “in-house” with services, ranging from personal investments, proper financial planning, employer 401k’s, Social Security/Medicare analysis and estate planning expertise with its “On-Site” estate planning attorney.
Andrew now has some new challenges in his life, as he is a proud father of Cooper, his new baby boy. While learning the ways of being a new dad, Andrew enjoys spending his time with his family, and maybe if time permits, squeezing in a golf game and enjoy the great Louisville restaurant scene.
Working with the retail side of banking has given Andrew the ability to witness and experience different aspects of investment planning for many types of clients. After a nine-year stint with PNC, Andrew has now moved to Commonwealth Capital Management, LLC where he can utilize his CFP credentials to help his clients in a broader spectrum of services “in-house” with services, ranging from personal investments, proper financial planning, employer 401k’s, Social Security/Medicare analysis and estate planning expertise with its “On-Site” estate planning attorney.
Andrew now has some new challenges in his life, as he is a proud father of Cooper, his new baby boy. While learning the ways of being a new dad, Andrew enjoys spending his time with his family, and maybe if time permits, squeezing in a golf game and enjoy the great Louisville restaurant scene.