Allied Wealth Partners
Andrea Hauptman is an experienced financial professional with a diverse background in finance and business ownership. Currently serving as a Financial Advisor at Allied Wealth Partners since August 2011, Hauptman previously held roles as a Registered Representative at Lee, Nolan & Koroghlian, LLC, and as a Business Owner at AMH Consulting and Sophisticated Sweets By Andrea. Additionally, Hauptman has experience as a Controller at MAKOR and as a Financial Analyst at both Credit Suisse and UBS. An academic foundation includes an M.B.A. in Finance from Pace University's Lubin School of Business and a Bachelor's Degree in Economics and Math from Rutgers University.
Allied Wealth Partners
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.