Andrew Philpott is an Investment Analyst at AllGen Financial Advisors, Inc. He is passionate about the markets and aligning clients’ investment strategies with their financial plans.
Andrew graduated from the University of Central Florida with a bachelor’s degree in finance and is currently preparing for the Series 65 exam, with plans to pursue the Chartered Market Technician (CMT) designation, starting with the Level I exam.
Born and raised in Oviedo, Florida, he spends his free time reading, exercising, and watching sports.
Andrew is dedicated to learning how to invest wisely so he can eventually pay off his student debt and enjoy financial stability.
To learn more about Andrew, connect with him on LinkedIn.
AllGen Financial Advisors, Inc. is an independent, fee-based Registered Investment Advisor firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses make the most of their financial resources through financial planning and investment management.