Who We Are
Andrew Feldman Associates, Inc. is an independent, comprehensive financial services firm, serving the wide-ranging needs of individuals, families and businesses/institutions and as we progress through the planning process, strategies are developed to help you improve your current situation and reach your short and long-term goals.
Andrew P. Feldman, CFP®, CLU®
Andy has worked in the financial services industry for over 30 years.
He has earned the Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards in Denver, CO and the Chartered Life Underwriter™ designation from the American College in Bryn Mawr, PA. He has obtained the FINRA Series 6, 7, 26, 63 and 65 securities licenses and is licensed for life and health insurance. Prior to starting his own firm, Andy was a financial advisor with J.P. Morgan Chase in New York City.
He is a member of the Financial Planning Association, the Financial Services Institute and is a member of the Executive Council of several mutual fund firms.
Andy has given lectures to several groups on various financial planning topics and is also the host of his own radio show, Retirement Boss Radio. He is a graduate of the Eli Broad College of Business at Michigan State University and served on the Board of Directors of the Greater New York Alumni Association for nine years.
Andy resides on Long Island. He was a Syosset School District Board of Education Trustee for six years and is active in charitable functions, community events and youth sports leagues.
Sonny previously worked under Wishlist Advisors. Wishlist Advisors and
Andrew Feldman Associates are not affiliated.
Sunandan Sen, CFP®
After 30 years working with families in need of customized financial advice, Sunandan (Sonny) Sen recently retired as a registered financial professional.
During those 30 years, Sonny earned his Certified Financial Planner™ designation and was able to assist over 300 clients on appropriate financial strategy, guiding them through good times and bad.
He is proud to say that many of those now former clients have continued to be close friends with him after many years of working together.
While Mr. Sen no longer provides financial advice, he continues to assist Mr. Feldman with administrative tasks and office-related responsibilities. Sonny can assure his former clientele that Mr. Feldman is diligently working for their financial betterment.
Katie is the friendly voice you will hear when you call the office. She helps keep things running smoothly and ensures the satisfaction of our clients.
Katie graduated from Hofstra University with a Bachelor’s degree in Marketing from the Zarb School of Business and has been involved within the financial industry since 2019.
In her spare time, Katie likes to bake, travel, watch sports, read, and spend time with her dog.
“People don’t plan to fail,
they fail to plan.”
Why Work With Us?
Many investors are not comfortable with the transaction-based compensation of their stockbrokers, or the inherent conflicts of interest in recommendations put forth by the large national brokerage firms.
We utilize a percentage-of-assets compensation model that takes commissions out of the equation because this approach also helps to ensure that you receive objective advice that fits your particular needs and situation – and not some hidden agenda.
In addition, we are required to act as a fiduciary and this means that we are legally and ethically bound to make decisions with your best interests in mind, and held to the highest standard of care for a financial advisor with a duty to preserve good faith and trust.
Qualifications & Certifications
- Certified Financial Planner™
- Chartered Life Underwriter™
- Life & Health
- FINRA Series 6, 7, 26, 63, & 65
- Graduate of the Eli Broad College of Business at Michigan State University
- Served on Syosset School District Board of Education for 6 Years
- Financial Planning Association
- Financial Services Institute
- Syosset/Woodbury Chamber of Commerce
What We Can Do For You!
Check the background of financial professionals on FINRA's BrokerCheck
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, CA, CO, CT, FL, GA, ID, IN, MA, NC, NJ, NV, NY, PA, SC, TX, VA and VT.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Andrew Feldman Associates, Inc. and Cambridge are not affiliated.
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