
Andrew C. Jaffee
Wealth Management Advisor, Apollon Wealth Management
Andrew Jaffee is a Wealth Management Advisor with Apollon Wealth Management, a national, independent wealth management and planning firm. He works on behalf of clients to stay on top of the ever-changing planning landscape, cutting through the noise to help them make significant decisions. As a fiduciary acting in their best interests his role is to help them define a clear vision and provide thought leadership around complex ideas and solutions in a simple, easy-to understand way that will help move the needle.
Medical professionals leverage his insights to mitigate taxes, enhance their portfolios and net worth, maximize income streams and both protect and augment their legacy. Andrew believes comprehensive financial planning and wealth management lies at the intersection of these various and oftentimes competing financial issues…..with one ultimate goal for clients: To live a life by design, not default.
A native of Charleston, South Carolina he graduated from the College of Charleston with a Bachelor of Science degree in International Business. Professional certifications include: CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®) and Chartered Special Needs Consultant (ChSNC®). Andrew serves as President of the PlayToday! Foundation, a 501(c)3 organization that fosters play opportunities for people of ALL abilities.