Andrei S. Hall, CFP®, CPRC®President, Hall Wealth Management Group
CRPC conferred by the College for Financial Planning
Andrei Hall, President of Hall Wealth Management Group, has over 15 years’ experience in wealth management for retirees, high level executives, celebrities, and business owners. Hall Wealth Management’s success is based on Andrei’s firm belief in a holistic financial planning process. This starts with a comprehensive plan to develop planning, retirement, and estate strategies and determining which investments to be best utilized. During the year of the 2008 market crash, Hall Wealth Management had one of its most successful years in preserving clientele and acquiring new clients. Andrei will work to understand clients’ monetary challenges and the proactive steps that need to be taken under the economic forecast with the goal to make future retirement attainable or current retirement improved.
As a former Vice President at Xerox for twenty-five years & former Senior Vice President at Printronix, Andrei also has a profound firsthand understanding in the affairs of executive level compensation along with business assets under management. Andrei executes expert strategies in providing plans in areas including but not limited to: Retirement Income Planning with a focus on distribution strategies, Estate Planning, Business Succession Planning and Investment Portfolio Design.
Andrei received his Bachelor of Science degree in Business Administration with an emphasis in Business Economics & Statistics. As a Certified Financial Planner & Chartered Retirement Planning Counselor, Andrei is a member of Ed Slott’s Master Elite IRA Group; A group of financial advisors with the sole dedication of deducing complex financial problems. This group’s main area of focus is the efficient distribution of assets from individual retirement accounts. Andrei takes great pleasure in working closely with his clients, maintaining interpersonal relationships and assisting them in making informative decisions about their future. When Andrei isn’t developing strategic financial & business plans for his clientele, his preferred choice of leisure is spending quality time with his son.
Ed Slott’s Master Elite IRA Advisor Group
Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott's Master Elite IRA Advisor Group℠ is limited to invited advisors who have been a member for two consecutive years or longer. These members have completed training all of Ed Slott’s training modules and successfully passed the bi-annual exams based on material covered during our workshops and webcasts. Members are also required to attend at least one workshop per year.
About Ed Slott
Ed Slott was named “The Best Source for IRA Advice” by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. He hosts the popular websites, http://www.irahelp.com and http://www.theslottreport.com. Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
Ed Slott's Master Elite IRA Advisor Group is not affiliated with nor endorsed by LPL.