Domicile State: MA
E-mail: andrewgordon@financialguide.com

Andrew Gordon

Andrew Gordon has been working with Coastal Financial since the Spring of 2018, where he serves as Director of Advanced Sales. Andrew works directly with our advisors on the pre-sale analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge and address various planning opportunities. Pairing both timely concepts and unique funding ideas to specific client situations with an emphasis on future flexibility is a continual goal for the planning concepts presented by Andrew.

Prior to working with Coastal Financial, Andrew spent 10 years at First American Insurance Underwriters, a full service Brokerage General Agency in the Boston Area. As the Senior Case Design Specialist, Andrew worked with top national insurance and financial advisors from a multi-carrier design standpoint. Andrew leverages this multi-carrier experience and relationships in current client planning opportunities.

Andrew graduated from the University of Delaware Lerner School of Business where he concentrated on Economics and Marketing. Andrew grew up in the Back Bay of Boston, and still resides in there with his girlfriend, Catherine.