
Andrew
Tupler
CFP®, MBA
CERTIFIED FINANCIAL PLANNER™
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 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 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.