Waxman Financial is an independent, private, fee-based, financial planning and wealth management firm that specializes in retirement planning, asset allocation, insurance planning, college funding, group benefits, business succession strategies, and investment management.
Financial Advisors, accountants, attorneys, and insurance agents can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to filter through the recommendations, evaluating each separately to determine which are the most appropriate for their distinct situation.
The ideal solution is a financial planning and wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, and risk
We provide that solution.
As President and Chief Investment Officer of Waxman Financial, Dr. Jeffrey B. Waxman has been helping families achieve their life goals for the past 23 years.
Dr. Waxman is a CERTIFIED FINANCIAL PLANNER™ professional and completed his coursework and professional requirements for the designation through the College of Financial Planning. He obtained his CFP® certification in 1998.
Prior to founding Waxman Financial, he was Vice President of a large, private, multinational engineering firm (PBS&J) then headquartered in Miami. PBS&J had previously acquired the environmental consulting firm in which Dr. Waxman co-founded and served as Chief Executive Officer, Coastal Environmental Services, which was based in Princeton, NJ and Baltimore, MD.
Before that, he was an executive with a New York City-based Fortune 500 company and worked in a technical capacity for a consulting firm in Boston, MA and later Gainesville, FL.
He attended Rensselaer Polytechnic Institute and received a B.A. from New York University in 1969 and a Ph.D. from Texas A&M University in 1974. He held adjunct teaching positions as various universities (Long Island University, Fairleigh Dickinson University, University of Central Florida) until 1987.
As Managing Partner of Waxman Financial, Andrew helps his clients achieve financial independence through a combination of professional expertise, straightforward advice, and a meticulous commitment to offering outstanding service.
Prior to partnering with his father to create Waxman Financial, he was an executive with several large financial institutions. He has extensive experience advising clients in the areas of retirement planning, asset allocation, investment management, college funding, group benefits, insurance planning, and business succession strategies.
Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and attended the College for Financial Planning. He obtained his Certificate in Financial Planning from Florida Atlantic University and received a B.A. from the University of Maryland at College Park. Andrew holds the Series 66 securities license and is also a licensed life and health insurance agent.
If you would like to know more or have questions about becoming a client, send Andrew an email at firstname.lastname@example.org or by phone at (786)763-3739.