Andrew Leithe, CFP®

Andrew is Owner, Chief Executive Officer, Chief Financial Planner, and Investment Committee Chairman of Strategic Financial, a full service financial planning and wealth management firm.

Primarily serving business owners, corporate executives, physicians and other successful individuals, Andrew brings 15 years of proven expertise solving unique challenges and creating financial plans that bring together all aspects(business and personal) of our clients’ lives.

Andrew began his career at Frontpoint Partners (as seen in the movie “The Big Short”), with subsequent roles at JPMorgan ( Private Equity and Real Estate Services), Apollo Global Management, LLC (a leading private equity and credit asset management firm), and Siguler Guff & Company, L.P. (a large multi-strategy private equity and credit asset management firm located in New York City). He joined Strategic Financial in 2015 and became owner and CEO in 2018.

His technical experience includes analyst coverage of fundamental, quantitative, event-driven, long/short equity, and credit strategies that targeted investments across multiple sectors and geographies. He led marketing and investor relations efforts within strategies that targeted undervalued U.S and European leverage loans, high yield bonds,opportunistic credit, and structured credit. He was instrumental in developing customized separate account strategies that would seek to invest in U.S. and international private equity, distressed debt, and opportunistic credit.

What does this mean for you? Andrew has deep knowledge and experience in helping people like you build and secure their wealth.

In his role as CEO and Chief Financial Planner, Andrew works directly with our individual and business clients serving as their private wealth advisor, guiding and executing on key decisions and planning strategies in critical areas such as: business consulting and continuity planning; reducing/minimizing taxes; generational wealth planning;retirement/income planning; and overall wealth management.

His network of accountants, lawyers and business consultants creates a team-based approach to ensure all areas of a client’s strategy are fully integrated and thoughtfully managed.

His rigorous financial planning process takes the anxiety, uncertainty and time off of our clients’ minds and lets them focus on leading their own businesses and enjoying their lives, businesses, and professions they have built for themselves and their families. Combining years of extensive analytical, investment banking, and highly technical asset management training, with the empathy, insight, and genuine care that comes from a lifetime of service to others,Andrew has built a client experience that is unmatched. And our clients love the results.

Andrew has always had a passion for helping people navigate chaos. He is able to see new opportunities and bring to light time tested best practices to bring clients a sense of calm, confidence, and clarity for their financial path.His core values of being Honest, Dependable, and Consistent shape the work he and the team do everyday.

Raised in Raleigh NC, the son of two dedicated physicians, Andrew now lives in New Jersey with his wife and 3 children. He spends most of his free time chasing his kids around and enjoys running, biking, tennis, travel, great food and going down the shore

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Education and Designations

• College: Furman University; Bachelor of Arts in Business Administration

• Earned CFP® designation and completed required pre-requisites at The American College

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Licenses & Registrations

• Series 7, Series 63, Series 53, and Series 24 (exempt from Series 65 since earned CFP).

• Life, health and annuity from the NJ Insurance Department.

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Affiliations

• Sigma Alpha Epsilon