Andrew Busa

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Andrew Busa

Director of Financial Planning

Adviser

A seasoned financial planner with a proven background in the financial services industry. Became a CERTIFIED FINANCIAL PLANNER™ in 2017, demonstrating a commitment to excellence. Graduated with a Master of Science in Personal Financial Planning degree from the College for Financial Planning in 2020, further enhancing knowledge and skills.

Talks About
#teamleadership #personalfinancialplanning

Preferred Locations
#NorthAmerica

Speaking Engagements

Massachusetts RIA Summit

Free

The fourth annual Massachusetts RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout New England. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

04-04 April 2023

Finance

Pension Endowment and Foundation Central Summit

Paid

The Pension, Endowment and Foundation Central Summit is a live gathering of 100+ Institutional Investors including Public and Private Pension Funds, University Endowments, School Endowments, Foundations, Health Plans, OCIOs and Institutional Consultants. Join leading Pension and E&F managers for panel discussions and presentations on asset allocati

07-07 September 2023

Finance

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Andrew Busa

Director of Financial Planning

Speaking Engagements

Massachusetts RIA Summit

Pension Endowment and Foundation Central Summit