Andrew Scheffer
With over two decades of expertise in wealth management, Andrew has carved a niche as a leader and trusted advisor to high-net-worth individuals. Specializing in holistic financial planning, investment strategy, and legacy building, he has guided clients through the complexities of wealth preservation, growth, and retirement income planning.
After college, Andrew gained early experience working at a startup with the founder of the Food Emporium. This was followed by an extraordinary seven-year journey around the globe, during which he dedicated years to silent meditation retreats and was ordained as a monk several times, delving deep into Buddhism, meditation and self-discovery.
This transformative period laid the groundwork for his unique approach to wealth management, blending financial acumen with a profound understanding of personal well-being.
Andrew's journey in finance resumed at Wharton, where he earned his MBA and gained formal investment management work experience and training. His tenure at competitive firms like Goldman Sachs, Morgan Stanley and UBS honed his skills in private wealth management and global banking.
A pivotal moment came in 2018 when he shifted back to working with clients directly as a financial advisor, integrating his passion for meditation with his financial expertise to offer a unique, client-centered approach.
A world traveler, business professional, parent and meditation practitioner, Andrew has lived and worked in diverse cultures, from banking firms on Wall Street, to the financial district in Singapore, to banks and even monasteries in Burma. These experiences have enriched his understanding of global markets and human behavior, enabling him to offer practical and nuanced advice to his clients.
Beyond finance, Andrew is a dedicated father of three and an advocate for personal growth and meditation. He created the 2 Minute M.O.N.K. Coaching Program for busy professionals and business leaders so that they could live their lives in a way that they are confident about and proud of, and in which they achieve the professional and financial success they they know with their heart is possible.
Andrew lives in Scarsdale, NY with his 3 kids, his dog, "Woofy" and their lizard, "Kiwi".
contact Andrew.
(917) 670-9177
andrew@corepln.com
