wiseradvisor

Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF
Novem Group

Tel: (561) 623-5492
601 Heritage Drive
Suite 225
Jupiter, FL 33458

Dedicated to achieving what's most important to you.

Novem Group | Financial Advisor in Jupiter ,FL

About Novem Group

At Novem Group, we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client.

Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Novem Group, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future.

A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.


General Information

Firm Start Year:   1994
No.of Employees:   20-49
Name of Broker/Dealer:   American Portfolios
Number of Years with Current Firm:   1
I work with the following types of clients:   Physicians (Endorsed by the American Medical Association) and Couples going thru the divorce process, Individual Investors, Businesses


Services

Investment Types:   Options & Futures, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via email, Via phone, At my office, Video Conference, At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Disability, Variable Life, Long Term Care, Variable Annuity, Life, Accident, Annuity
Financial Organization Memberships:   Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA), National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Society of Financial Services Professionals


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Flat Fee, Based on Assets
Additional Details on Charges:   We offer a complimentary initial consultation and will determine our fee at the conclusion of the initial meeting based on the complexity of your situation.


Board Positions

Organization:  Fellowship of Christian Athletes  Gwinnett County, Georgia
Position :  Board Member
Duration :  January 2013-Currently holding

Organization:  CHRIS Kids  Atlanta, GA
Position :  Board Member
Duration :  January 2004-March 2009

Organization:  Foster Children Society  Duluth, GA
Position :  Board Member
Duration :  January 2007-January 2009

Organization:  Society of Financial Services Professionals  Atlanta, GA
Position :  Board Member
Duration :  January 2004-January 2006

Organization:  Princeton Alliance Church  Princeton, NJ
Position :  Board Member
Duration :  January 1995-March 2000

Organization:  Sugarloaf Gentlemen's Golf Association  Duluth, GA
Position :  Treasurer
Duration :  January 2011-Currently holding

Organization:  Sugarloaf Homeowners Assocation  Duluth GA
Position :  Secretary/Treasurer
Duration :  1/12015-Currently holding


Education

Bachelor of Arts - Economics  Fordham University - New York, NY
August 1979-May 1983

CERTIFIED FINANCIAL PLANNER® CFP - CFP®  College of Financial Planning - Denver, CO
November 1984- March 1987

Chartered Financial Consultant ChFC - ChFC  The American College - Bryn Mawr, PA
April 1984- October 1989

Chartered Life Underwriter CLU - CLU  The American College - Bryn Mawr, PA
April 1987- October 1989

Certified Divorce Financial Analyst CDFA - Divorce Financial Planning   Institute for Divorce Financial Analysts
05-17-08-19



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. If you are dissatisfied with the focus or specialty of your plan, we will make the appropriate changes to your plan, or refund part or all of the fees which have been paid.
  • What are your qualifications? What is your education background? I earned a BA in Economics from Fordham University in New York, NY. I also hold the CERTIFIED FINANCIAL PLANNER (CFP®) designation from the College of Financial Planning; the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College along with the Certified Long-Term Care (CLTC) designation.
  • What is your approach to financial planning? Our trademarked process, The Financial Independence Maximizer, identifies our clients' financial priorities, clarifies their unique goals, and integrates coordinated strategies that will allow them to achieve wealth creation and preservation.
  • What services do you offer? Comprehensive financial planning consists of analyzing & coordinating six areas: outlining your current situation, retirement planning, investment management, insurance & risk assessment, income tax planning, and estate creation, preservation & transfer.
  • How are you compensated? How will I pay for your services? Novem Group is a fee based financial planning firm. We offer a complimentary initial consultation. At the conclusion of the initial meeting, we will be able to discuss the fees for our services based on the complexity of your situation.
see more

Disclaimer

Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC. Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is not affiliated with American Portfolios Financial Services, Inc.

Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF

Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF

CDFA®, AIF®, CFP®, CLTC®, ChFC®, CLU®, CLTC

Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. To better serve hi Florida clients, Andy joined Novem Group in Jupiter Florida in June 2019. Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College, the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts, the Accredited Investment Fiduciary (AIF) from Fi360 along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA). He is an active member of Christ Fellowship church in Palm Beach Gardens Fl and enjoys golf in his free time.

see more

My Services

Retirement Planning

True financial freedom is not something that can be achieved by most people without careful planning. True financial freedom can only be achieved through your own disciplined savings and investment. The surest path to follow is to start saving early, do so consistently, and invest the savings wisely. This path allows assets to grow with time into the nest egg you will need to fund the lifestyle you desire.


Financial Advice & Consulting

We work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. Our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Implementing your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.


Financial Planning for Individuals

We work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. Our initial meeting begins with a discussion about you and your family's unique situation as we explore your goals and values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Implementing your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Hobe Sound Jensen Beach
Jupiter Lake Worth
Loxahatchee North Palm Beach
Palm Beach Palm Beach Gardens
Palm City Port Saint Lucie
Stuart West Palm Beach
Palm Beach County and Martin County.

Social Networks

tweeter facebook linkedin