Andrew Waxman is a CFP® professional with 19 years of industry experience, operating at Waxman Financial in Parkland, FL. He has worked as a sole proprietor insurance agent since 2014 and is affiliated with Jeffrey B. Waxman, Inc. Outside of advising, he continues his insurance agency work in West Palm Beach. Waxman Financial provides investment management and financial planning primarily for high-net-worth individuals, including small business owners, self-employed professionals, and corporate executives. The firm employs a bottoms-up, fundamental research approach to build diversified portfolios tailored to clients’ documented financial plans and requires a current Personal Financial Plan before accepting clients for asset management.

Jeffrey Waxman is a CFP® professional with 23 years of experience in financial advising. He has been with Waxman Financial since 1999 and also works as a sole proprietor insurance agent. The firm provides investment management and financial planning primarily for high-net-worth individuals, including small business owners, self-employed professionals, and corporate executives. Waxman Financial uses a bottoms-up, fundamental research process to build globally diversified portfolios tailored to client objectives documented in Personal Financial Plans, which are required before accepting clients for asset management.