Andrew Carley
Littleton
Summary
Financial advisor with extensive experience in retirement strategies and client relationship management. Successfully guided workplace retirement plan participants, retaining assets through tailored IRA solutions. Aiming to contribute to a respected financial advising firm while pursuing CFP certification for further professional advancement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retirement Consultant
Empower
Littleton
11.2025 - Current
- Educated clients on retirement income strategies and plan options, empowering them to make confident financial choices.
- Guided workplace retirement plan participants in making informed rollover and withdrawal decisions, enhancing their financial security.
- Retained assets by identifying IRA solutions tailored to client needs.
- Delivered exceptional service while managing complex retirement planning scenarios, ensuring client satisfaction and trust.
Financial Advisor
Northwestern Mutual
Logan
01.2022 - 10.2025
- Grew a successful client base through networking and referrals, earning recognition as the #3 College Financial Representative nationally in 2024.
- Personally ran 15-20 client-facing meetings every week.
- Identified new business opportunities through networking events or referrals from existing clients.
- Crafted personalized recommendations across investment, insurance, retirement, and risk management strategies to meet client goals.
- Conducted regular reviews of client portfolios to ensure alignment with objectives.
Missionary
Church Of Jesus Christ Of Latter Day Saints
Birmingham
02.2019 - 02.2021
- Led community outreach initiatives to share faith and service messages, fostering community engagement.
- Coordinated service projects to support local families and individuals in need, enhancing community well-being.
Intern
Kozak and Associates
Littleton
01.2019 - 02.2019
- Supported advisors in preparing portfolio reviews and client meeting materials to enhance client engagement.
- Created portfolio snapshots and organized investment reports for quarterly client reviews to facilitate informed discussions.
Education
Bachelor of Science - Economics, Personal Financial Planning
Utah State University
Logan, UT05-2024
Skills
- Retirement planning
- Retirement strategies
- Portfolio management
- Client acquisition
- Account management
- Client relationship management
References
- Chris Kozak, COO, Kozak and Associates, (303) 888-5716
- Eric Hadfield, Managing Director, Northwestern Mutual, (435) 764-3513
- Gavin Tremea, CFP, (801) 675-1647
Certification
- FINRA Series 7
- FINRA Series 66
- Health and Life Insurance
- CFP Education Requirement
- CFP Hours Requirement
Timeline
Retirement Consultant
Empower
11.2025 - Current
Financial Advisor
Northwestern Mutual
01.2022 - 10.2025
Missionary
Church Of Jesus Christ Of Latter Day Saints
02.2019 - 02.2021
Intern
Kozak and Associates
01.2019 - 02.2019
Bachelor of Science - Economics, Personal Financial Planning
Utah State University