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Andrew Pallas

Andrew Pallas, CFP®

Financial Planner

Saratoga Springs, NY


Andrew “Drew” became a Financial Advisor in 2014.  Before joining Minich MacGregor Wealth Management in 2022, he worked as an investment professional for a local credit union.

As one of our Financial Planners, Drew concentrates on taking care of the financial and retirement planning needs that often arise for our clients as they approach or are in retirement.  Throughout his career, Drew has gained expertise in Social Security planning, Medicare planning, and tax planning. He achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2023.

In 2013, Drew graduated from Canisius College in Buffalo with a Bachelor of Arts in History degree. 

Drew resides in Ballston Spa with his family.  He enjoys camping and hiking.  Drew also coaches youth basketball at the Saratoga Recreation Center and volunteers at Therapeutic Horses of Saratoga when he is not in the office. Drew currently resides in Ballston Spa with his family.

Education

  • Bachelor of Arts, Canisius College

Areas of Expertise

  • Series 65

  • CERTIFIED FINANCIAL PLANNER™