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Andrew Pallas

Andrew Pallas, CFP®

Financial Planner

Saratoga Springs, NY

Andrew “Drew” Pallas has been a financial advisor helping clients achieve their financial goals since 2014.  As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Drew focuses on addressing the unique financial and retirement planning needs of clients approaching or enjoying retirement. He also has experience with Social Security planning, Medicare planning, and tax planning.

Drew graduated from Canisius College in Buffalo, earning a Bachelor of Arts degree in History.  He holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management. 

Drew enjoys spending time outdoors with his family, camping, and hiking. He also gives back to his community by coaching youth basketball at the Saratoga Recreation Center and volunteering at Therapeutic Horses of Saratoga.

Education

  • Bachelor of Arts, Canisius College

Areas of Expertise

  • Series 65

  • CERTIFIED FINANCIAL PLANNER™

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