Andrew DelMedico, CFP®
Andrew DelMedico is a Financial Consultant at Manning & Napier. In this capacity, he leads a team-based approach to fulfill all aspects of a client’s relationship. He works with a wide variety of client types, including individuals/families, non-profit organizations, and small- to mid-sized businesses.
Andy’s more than 15 years of experience and consultative approach help him to adapt to the individual needs of each client. His expertise includes objective setting/asset allocation, retirement planning, multi-generational wealth transfer, and aiding foundations and endowments as they navigate investment and spending policies, strategy, and governance.
Andy joined Manning & Napier in 2003 after graduating from SUNY Geneseo with Honors in Economics. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 6 and Series 63 licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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