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Andrew Gearhart (CFP®)

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

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

My primary responsibilities include building relationships with clients, listening to clients' needs and implementing strategies through their comprehensive financial plan to help them achieve their goals.

Additional Information

After graduating from The University of Alabama in 2009, I moved to Birmingham and became an insurance advisor with MassMutual Financial Group for 6 years. My wife, Morgan, and I have been married for 2 years, and have 1 daughter, Lucy. Scout, the family hound dog, is a great but jealous big sister! I knew there was a better and more comprehensive way to help clients then strait insurance sales, which led me to obtaining my CFP® in the fall of 2014. I have been with Kinsight, a fee only, fiduiary planning firm since that point and have loved the wholistic, client first mentality that everyone here abides by. In my spare time, I enjoy a good house project, wood working, heading up the Exceptional Foundation Jr. Board, and hunting.

NAPFA Start Date

September 01, 2016

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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

600 University Park Place Suite 501 Birmingham, AL 35209 Phone: +1 (205) 871-3334
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