Andrew Schaffer, CFP®
Financial Planner at
Ellis Investment Partners, LLC
Years of Experience
12 years
Number of Clients
25
Average Client Size
$785,000
Member Since
2024
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Pricing Models
Education
Kutztown University of Pennsylvania
Major in Finance Minor in Economics
Obtained in 2013
Previous Work Experience
Ellis Investment Partners, LLC
Financial Planning Coordinator & Financial Advisor
2021 - Present
Vanguard
Financial Advisor
2017 - 2021
Vanguard
Money Movement Specialist
2016 - 2017
Vanguard
Changed of Ownership Specialist
2015 - 2016
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Ellis Investment Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners, LLC only transacts business in jurisdictions in which it is properly registered or exempt from registration. A copy of Ellis Investment Partners, LLC’s disclosure brochure, which discusses the firm’s business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov or by contacting the firm. For more information on Ellis Investment Partners, LLC, please read our Form CRS.
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