Alex Rezzo, CFP®, CFA Andante Financial
- Virtual,
- 1-888-429-2290
- https://www.andantefinancial.com/
About Alex Rezzo, CFP®, CFA, CPA
Like so many of the great XYPN financial advisors you’ll find on this platform, I founded Andante Financial to provide best-in-class, independent financial planning and investment management services. But what makes my firm unique? Here’s three things to start:
-After-tax performance is never an afterthought
We use robust tax-loss harvesting tools and processes to enhance your after-tax returns.
-Investment management: we take it personally
We construct personalized investment portfolios for each client; none of our investment management is outsourced or “copy and paste”.
-Our values go beyond an account statement
10% of Andante Financial fees are donated to charity and we donate to charities that clients care about so we can redefine “shared values”
When I work with a client, I take the responsibility of helping them protect and grow the fruits of their labor seriously; I earned my CFP®, CFA, and CPA marks to expand my knowledge and make the most of any opportunity I get to help a client succeed. But my favorite part of this work is curating a network of clients that I truly enjoy working with and rooting for.
Please reach out for an intro call – I’ll enjoy the opportunity to chat and help you get the right person in your corner, whether its me or not.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Charitable Giving
- Consultants
- Gen X
- Tax Planning
Ways Advisor Charges
- Flat Fee
- Assets Under Management
Fee Options
- Flat Fee: $1000+/engagement
- Assets Under Management
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
