ANDY MOORE, CFP®

VP of Advanced Planning and Portfolio Solutions

Andy Moore, CFP® is Quantum’s Vice President of Advanced Planning and Portfolio Solutions. As a former advisor and portfolio manager for one of the nation’s largest wirehouses, Andy understands what it is like to sit across from a client during good times, but more importantly, during bad times when markets are down. Andy is deeply knowledgeable about the financial markets and how advisors should be designing portfolios to lower risk and hedge against ongoing inflation and interest rate increases/decreases.

As a former financial planner for high-net worth clients, Andy is also experienced in the creation and execution of specialized trusts, working closely with our financial advisor partners, clients’ estate attorneys and insurance companies to deliver insurance strategies designed to lower and sometimes even eliminate estate taxes.

CONTACT ME TO LEARN MORE:

800.440.1088
amoore@thequantum.com

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ANDY MOORE, CFP®

VP of Advanced Planning and Portfolio Solutions

Andy is deeply knowledgeable about the financial markets and how advisors should be designing portfolios to lower risk and hedge against potential inflation and interest rate increases, as well as what he sees as the next potential “dual bear market”.

“As an advisor, if you’ve been enjoying the last 12+ years of bull markets, you need to be prepared—and prepare your clients—for what may be coming next,” Andy says. “RIAs are increasingly using insurance as another asset class to better compete and protect client’s assets. My team is able to help identify pain points in the portfolio and financial plan and provide possible solutions to explore before engaging clients. Please give us a call.”