Andrew Tupler CFP®, MBA

Andrew Tupler CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢

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 more than 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.

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 Seaside Park, NJ, with his wife, Dara, and they have two grown sons, Noah and Shane. Andy and Dara also spend time in Delray Beach, Florida where he meets with the growing Florida client base.

Andy is proud to have been recognized as a Chairman's Level advisor for 2022—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial

CFN Chairmans JPG

Education and Credentials:

University of Maryland with a bachelor’s degree in finance

MBA from Rider University

CERTIFIED FINANCIAL PLANNER (CFP®) certification, which, along with the continuing education requirements, provides a modern approach to financial planning.