Andrew Klein

Andrew is a Principal and Wealth Management Advisor with LWS Financial in New York. Until July 2022, Andrew was a Wealth Management Advisor with Insight Financial, a comprehensive financial planning organization on the Northwestern Mutual platform. After a successful 20-plus year career in investment banking Andrew decided to refocus his efforts on helping individuals achieve their financial goals. His career experience as a former banker provides a unique insight into the needs of a wide variety of clients, including doctors, financial professionals and founder/family-owned businesses to name a few. Focusing on long-term relationships over transactional ones allows him to better serve his clients and their families to provide a true sense of financial security.

Andrew prides himself of providing a high-touch client experience; He is passionate about “financial literacy” and makes it a personal priority to patiently educate and guide his clients on their finances to create a plan for success. He truly believes that a holistic approach to planning is the most effective and most efficient way to maximize wealth accumulation and legacy planning. Tax mitigation strategies are the cornerstone of his approach to planning for retirement and estate planning clients.

He is a Financial Industry Regulatory Authority (FINRA) registered securities principal and currently holds Series 24, 79, 7, 66 and 63 licenses. It is his priority to stay current on all the latest strategies and solutions for the benefit of his clients.

Andrew lives in Port Washington, Long Island with his wife Karen and their twin daughters, Anna and Morgan. He has a wide range of interests and philanthropic activities; he loves to cook and travel with his family, passionately follows Pro sports, works on classic cars, as well as serves on the board as Treasurer of the NYS Fraternal Order of Police Surgeons & Associates Lodge.

Andrew is a proud alum of The University of Maryland at College Park and continues to support the University through mentoring and fundraising.