Andrew Tupler<br>CFP®, MBA

Andrew Tupler
CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

andy@tupler.com

Andy founded Tupler Financial in 1999 with a vision to create a firm that delivers personal and customized service in an age of rushed and often automated help. Andy believes an advisor should see the people behind the numbers, and he takes the time and effort needed to really know his clients. During his 20 years of experience, he has developed a specialized team to be proactive in clients’ lives, helping them manage today’s complex financial world. This provides them the financial confidence to live their ideal lives, giving them time to focus on the things they enjoy most.

Education and Credentials:

  • University of Maryland with a BS in finance

  • MBA from Rider University

  • CERTIFIED FINANCIAL PLANNER™ certification, which, along with the continuing education requirements, provides a modern approach to financial planning 

Andy is a dedicated contributor to the Somerset County Business Partnership and Entrepreneurs Organization (EO), and he is a member of the Financial Planning Association. He serves on the board of trustees and as treasurer for Everas Community Services. He lives in Basking Ridge, New Jersey, with his wife, Dara, and their two children, Noah and Shane. He enjoys skiing in the Poconos and Colorado in the winter and stand-up paddle boarding and kayaking at the Jersey Shore in the summer.

Leaders_sealAndy is proud to have been recognized as a Chairman's Level advisor for 2019—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP Flame Logo Small  are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Phone (908) 203-8811
E-mail