Andrew Lipkin

As an Associate Advisor at Prosperity Investment Management, My primary responsibility involves assisting advisors with new business and servicing client accounts. This role allows me to interact with clients, understand their financial goals, and provide the necessary support to our advisors, which I find incredibly fulfilling. I've been part of the financial services industry for over three years now, immersing myself in the world of finance and wealth management.

Before entering the financial industry, I worked as a Sales Representative for a Custom Apparel Company. This role honed my communication and customer service skills, forming a strong foundation for my current position. My educational journey began at Queens College CUNY, after which I moved to California to further my studies. I obtained my Bachelor's Degree from California State University, Chico, in 2013, which paved the way for my entry into the financial services industry.

What motivates me in my role is the opportunity to help people reach their financial goals. There's a unique sense of satisfaction in seeing the relief and happiness on clients' faces when they realize they have guidance in a world they may not fully understand. Being able to provide that assurance and assistance is something I genuinely cherish about my job. I'm excited about continuing to help our clients at Prosperity Investment Management reach their financial goals and find peace of mind in their financial journeys.