| Andrew “Drew” Serzan is the head of private client and executive
life insurance planning and a founding partner of OneTeam
Financial. Over the past two decades, he has built his career in the
financial services and insurance planning industry by focusing on
long-term relationships with his clients and fellow advisors.
Andrew’s passions include working with individuals and businesses
in the areas of retirement, wealth transfer and preservation, and
insurance and investment planning as part of a holistic plan. With a
specialty in high-income and high-net-worth clientele, Andrew
designs and oversees sophisticated insurance strategies to help
ensure efficient and effective wealth transfer and cash flow
protection. He works diligently to help clients understand the decisions and
opportunities presented by their unique situations, working
alongside them and their other advisors to help implement their
strategic plan.Andrew graduated from N.J.C.U. with a Bachelor of Arts in
Business Management and has earned professional certifications in
long-term care planning as well as Social Security. He previously
served as a Councilman for the Nationwide Agent Advisory board,
an elite team of advisors from across the country elected by fellow
agents. Andrew has also been involved in regional and national speaking engagements for various organizations on a wide range of financial and insurance matters.In his free time, Andrew enjoys spending time with his family and kids, traveling, cooking and following his favorite sports teams. He resides with his family in Colts Neck, New Jersey. |