Cfp® Andrew Tellitocci

Andrew Tellitocci, CFP®, has a diverse work experience in the financial services industry. Andrew began their career in 2017 as a Financial Advisor at Raymond James, where they provided expert advice on securities. During their time there, they gained valuable knowledge in managing investments and assessing risks. In 2019, Andrew joined Valeo Financial Advisors LLC as a Financial Advisor and later took on the role of Technology Analyst, where they utilized their skills to analyze and implement technological solutions. Andrew then served as a Project Manager, leading various projects within the company. Currently, Andrew holds the position of Director of Technology at Valeo Financial Advisors LLC, where they oversee the technological operations of the company.

Andrew Tellitocci, CFP®, holds a Bachelor's Degree in Finance from Purdue University, which they obtained from 2013 to 2016. In 2018, they completed the Financial Planning Program at Bryant University, specializing in Financial Planning and Services. More recently, in 2021, Andrew attended the Butler University Executive Education Boot Camps, where they completed a Coding Boot Camp focusing on Computer Programming. Additionally, they obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in April 2020.