Andre Gucailo, CFP®

Andre Gucailo, CFP®

Financial Professional

Andre has been working within the banking and finance industry since 1999 and has been a Financial Consultant with Equitable Advisors since 2012. He has concentrated his practice on employing strategies tailored for individuals and small business owners dealing with wealth management, retirement planning, and estate planning. He has the ability to offer a wide range of financial services for his clients, which includes insurance, annuities, stock, bonds, and mutual funds.

Prior to joining Equitable Advisors, Andre spent 7 years in large Institutions such as banks and broker-dealers working in the areas of financial planning and retirement solutions; and 5 other years working as Vice President of a Private Company owned by his relatives. Andre holds the series 7, 66, and 24 registrations. He also holds the state of Florida life insurance and variable annuity licenses.

Andre earned a Bachelor's degree in Business Administration from Fundacao Getulio Vargas in Sao Paulo, Brazil. He currently lives in Longwood, FL with his wife Yamila and his loved son, Leon. In his spare time, Andre enjoys the arts, cinema, tennis, soccer, and reading.

The approach of Wealth Management Strategies is to help you build a plan that is custom-tailored to your personal goals, needs and individual situation. Andre's team will help you to focus on what's most important to you, to pinpoint your financial objectives, and to identify specific strategies to help you strive toward turning your dreams into realities.

CERTIFIED FINANCIAL PLANNERTM professional

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

California Insurance License #: 0M57415


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies of Central Florida is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 407-926-2538
Fax 407-872-3887
LinkedIn