Andrew Samalin, CFP®, EA, CDFA™
Andrew Samalin has been advising affluent individuals, businesses, and foundations since 1992 and is the principal of Samalin Wealth, an SEC Registered Investment Advisory firm. Prior to founding Samalin Wealth, Andrew held Senior Vice President, Investment positions at Morgan Stanley, Prudential Securities, and Wachovia Securities.
Andrew received both his bachelors and masters degrees from New York University. He is a CERTIFIED FINANCIAL PLANNERTM and an Enrolled Agent, licensed to practice in front of the Internal Revenue Service.
Andrew has served as a graduate-level lecturer at New York University for Real Estate
Analytical Techniques under Professor Lawrence Fiedler and Adjunct Professor of Investment Management at Mercy College. He has presented in front of the Westchester County Bar Association, Matrimonial Section, the ADFP and IDFA annual conferences, as well as the NYACP financial symposiums on topics relating to divorce and finance. In 2007, Andrew had the honor of hosting a reception on the floor of the New York Stock Exchange.
Andrew is appointed Treasurer for Bethel Nursing Homes, named to its Executive Committee, and is Vice Chairman of its Investment Committee. He served on the Board of Directors of the NY Association of Collaborative Professionals and as President of the Association of Divorce Financial Planners.
Financial Advisor Magazine has named Samalin Wealth to its nationally-ranked listing of RIA’s consecutively from 2010 through 2018. Westchester Magazine voted Samalin Wealth “Best in Customer Service” from 2009 through 2021.
Andrew lives in Bedford, NY with his family and their dogs Lucky and Scout.