retirement planning advisor
Andrew Wood, RICP®
Andrew Wood joined Daniel A. White & Associates, LLC in 2016. He co-operates Dan White’s second office in Middletown, Delaware along with Dan Simon. Andrew and Dan Simon grew up next door to one another in Glen Mills, PA, and since then have remained life-long friends.
Andrew possesses a wealth of knowledge in a wide range of financial products including mutual funds, annuities, life insurance, and ETFs. Over the years, Andrew has assisted and educated other Financial Professionals across the country in creating financial plans that meet the specific and unique needs of their clients. He has in-depth knowledge of Social Security filing strategies, and has presented at a multitude of educational seminars. Andrew is passionate about helping retirees and pre-retirees create financial goals and individualized plans for their retirement.
Andrew holds a Bachelor’s Degree in Business and Economics from Ursinus College. He earned his Retirement Income Certified Professional (RICP®) from The American College in Bryn Mawr, Pennsylvania. Andrew is also an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC.
Andrew and his wife, Katy, reside in Wilmington, Delaware. He is a Philadelphia Eagles fan, loves the outdoors, and golfing with friends. Andrew and Katy enjoy vacationing in the beautiful lakes of Maine, as well as spending time at the beach in Hilton Head Island, South Carolina where his parents reside. In September of 2019 they welcomed a beautiful baby girl, Mackenzie Grace, into the world.
Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member of FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.