As the Director of Financial Planning at Park Avenue Capital, Andrew Manganelli plays a pivotal role in shaping the firm's strategic approach to financial advisory services. With a robust background in financial services, Andrew leverages his expertise to develop comprehensive planning publication materials and briefs...
As the Director of Financial Planning at Park Avenue Capital, Andrew Manganelli plays a pivotal role in shaping the firm's strategic approach to financial advisory services. With a robust background in financial services, Andrew leverages his expertise to develop comprehensive planning publication materials and briefs that serve a diverse clientele, including partners, advisors, and industry executives. His focus on tax, estate, and retirement planning allows him to craft tailored financial strategies that address the unique needs of each client, ensuring they are well-prepared for their financial futures.
Andrew's commitment to excellence is underscored by his Certified Financial Planner (CFP) designation and his ongoing pursuit of a Master's in Taxation from Baruch College. This advanced education enhances his ability to navigate the complexities of tax regulations and estate laws, providing clients with informed and strategic recommendations. His proficiency in asset management and retirement planning further solidifies his reputation as a trusted advisor in the financial planning community.
In addition to his technical skills, Andrew brings a unique perspective to his role through his experience in teaching and staff development. His background in Lesson Planning and Teaching English as a Second Language (ESL) not only enriches his communication skills but also fosters an environment of continuous learning within his team. Fluent in Russian and equipped with a TEFL certification, Andrew's multilingual capabilities enable him to connect with a broader range of clients, enhancing the firm's outreach and service delivery. Through his leadership, Park Avenue Capital continues to thrive as a beacon of innovative financial planning solutions.
