Financial Advisor Business Plan Template

Management Team

Prime Wealth Financial will be owned and operated by Andrew Shane and Timothy Johnson.

Andrew Shane, MBA, CFA

Andrew Shane has been a Certified Financial Advisor for twenty years. He has worked for various financial advisory firms such as Edward Jones, Charles Schwab, and most recently Fisher Investments. During his tenure at Fisher Investments, Andrew was able to recruit and manage multiple financial portfolios for business professionals, doctors, and lawyers. Through his network, he has also been able to recruit numerous government officials that were referred by existing clients. Andrew’s customer service, extensive financial knowledge, and effective communication has obtained him numerous clients. Andrew has a bachelor’s and master’s degree in business administration from Penn State University.

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Timothy Johnson, CFA, CLU, AEP

Timothy Johnson has twenty years experience in the financial investment, insurance, and advisory industry. He began his career at New York Life selling life insurance products and became interested in increasing a person’s wealth so he made the transition to learning financial advice. After earning his CFA license, he began his employment at Fisher Investments and quickly found success under the guidance and mentorship of Andrew Shane. He was able to obtain a network of his own by attending small business networking events and recruiting small business companies to sign their employees up for retirement accounts. His network of clients steadily increases as he is referred by satisfied existing clients. Timothy has a Bachelors of Accounting degree from Villanova.