Andrew James Platt, CFP®, CLU®, ChFC®

Managing Director

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.


Designations & Certifications

CFP® (CERTIFIED FINANCIAL PLANNERTM) - CFP® Board

From the CFP® website: Most people believe all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethicsand professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.

CLU® (Chartered Life Underwriter) – The American College

From The American College website: The Chartered Life Underwriter® (CLU®) is the world’s most respected designation of insurance expertise.

ChFC® (Chartered Financial Consultant) – The American College

 

Associations and Memberships

Rotary Club of Dayton

Dayton Development Coalition

 

Years of Experience

Representing Northwestern Mutual since 2009

 

Education

Bachelors of Science, Finace- Wright State University

 

Awards and Recognition

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck