Charter Oak Financial
Andrew White is a financial advisor with Charter Oak Insurance and Financial Services Co., whose proud history dates back to 1886. Andy focuses his practice on financial planning and insurance and investment strategies. He helps successful individuals, families, and business owners plan for, and protect, their financial futures.
Prior to joining Charter Oak, Andy was a member of the New York Stock Exchange. His experience includes working as an NYSE floor trader, securities industry regulator, and financial advisor. Andy has over 25 years of experience in the financial services industry.
Outside of the office, Andy enjoys traveling, hiking, snowshoeing, and movies. Andy also has a passion for aviation, and has been a private pilot since 1997. He received his undergraduate degree from Fairfield University, and an MBA degree from NYUâ€™s Stern School of Business. Andy and his wife reside in Westchester County.
AREAS OF PRACTICE