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Andrew Polzin (CFP®)

Andrew Polzin focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Investment Management
  • Retirement Planning & Distribution Rules
  • Social Security Planning
  • Inheritance and Sudden Wealth
  • Estate Planning
  • Required Minimum Distribution Planning

Additional Information

Andrew strives to understand the uniqueness, varying backgrounds, and experiences of all clients. As a continuing learner of the financial planning and advising industry, he takes pride in understanding and providing clarity to clients' financial needs and goals.

Andrew graduated from the University of Wisconsin-Madison in the School of Human Ecology with a degree in Personal Finance: Financial Planning along with a Certificate in Entrepreneurship from the School of Business. Coming from a board accredited program, Andrew became a CERTIFIED FINANCIAL PLANNER® within two years of his career. Andrew’s previous role was a Finance Intern for an RIA out of New Jersey where he focused on the financial planning side for clients.

When not in the office or meeting with clients, Andrew enjoys traveling and exploring the various outdoor attractions and landscapes Wisconsin has to offer with his family and friends. Andrew can also be found cheering on the Milwaukee Brewers, jumping around at Camp Randall on Saturday’s, and catching a local concert.

NAPFA Start Date

October 21, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

524 Milwaukee St, Suite 325 Delafield, WI 53018 Phone: (262) 275-4025
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