Why I Became A Financial Advisor
By Andrew Tranel, CFP®
Sometimes it is the most challenging moments in life that are the most formative. At least that was the case for me. When I was 19 years old, my father passed away. In addition to the emotional pain we all endured with his passing, I then had to watch my mom struggle to navigate our family’s finances. Dad had handled everything from bills to taxes to retirement, and my mom had to learn everything from scratch. Helping my mom through the process laid the foundation for my interest in finance. Then I had an opportunity in college to take on an internship in the financial industry. It was during that internship that I found so much joy in helping individuals retire well and knew that I wanted to spend my life making this kind of impact on others’ lives.
Starting My Career
After graduating from Loras College with a bachelor’s degree in finance and sport management, I secured my first job as an investment advisor representative. I learned how to develop and manage portfolios with individual clients and build lasting relationships. As I progressed and eventually became a chief investment officer with Rosemeyer Management Group, I focused on providing my clients with comprehensive wealth management. My goal is to make sure each person I work with has a complete understanding of their financial plan from taxes to retirement planning and estate planning.
My Career Today
Today, as co-owner and chief investment officer at Rosemeyer Management Group, I get to do what I love every day. Our clients entrust us with an immense amount of responsibility, and I am driven to do my absolute best for each and every one of them. By creating a personal relationship with each client, I get to learn about their dreams and unique challenges. I’m able to provide tailored plans and individualized guidance for clients that fits their lifestyle. Then I get to celebrate their victories right alongside them and ensure that after working and saving their whole lives, they can retire comfortably!
Are You Ready For A Different Financial Future?
Your financial life doesn’t need to be defined by stress and uncertainty. We can work together to provide financial education and a road map tailored to your unique needs and goals. Reach out to me at firstname.lastname@example.org or schedule an introductory appointment here . When you partner with a trusted advisor, finances can become a tool to make your dreams a reality.
Andrew Tranel is co-owner and chief investment officer at Rosemeyer Management Group, an SEC Registered Investment Advisor based in Platteville, WI. With 10 years of experience, Andrew specializes in providing retirement planning, tax planning, estate planning, and insurance needs for his retiree and pre-retiree clients with the goal of helping them develop a road map to financial freedom. He is known for his expertise in helping people make empowered and educated decisions about their retirement so they can confidently navigate the pre-retirement challenges they face. Andrew has a bachelor’s degree in finance and sport management from Loras College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. When he’s not working, you can find Andrew spending time with his wife, Kimberlee, their three sons, Steven, Elliott, and Weston, and their beloved boxer, Bella. He also enjoys hunting, golfing, playing basketball and softball, and traveling. To learn more about Andrew, connect with him on LinkedIn.