Andy has many attributes and assets as a high level CEO in financial services. As President of Selective Benefits Group, he has built a company dedicated to corporate retirement plan consulting and 401(k) and 403(b) plan management services for business owners, professionals, and individual plan participants. As a Certified Financial Planner he has over 30 years of experience in the insurance, investment and financial services industries.
He shares his experience in solving the challenges of plan implementation, communication and administration. His success in the retirement industry as both an investment advisor and industry transformer have guided the evolution of Selective Benefits Group's newest venture, theXperience™ . Through unique interactive enrollment meetings, theXperience™ creates exceptional client relationships, nurturing the employer/employee connection and offering a systemized process to engage participants - resulting in the overall success of the plan.
An Investment Advisor Representative offering securities and investment advisory services through Ameritas Investment Corp. (AIC), his licenses include life, health and FINRA Series 6, 7, 24, and 63. He is a member of the Fairleigh Dickinson University Board of Advisors and a member and past Chapter Chairman of New Jersey Young Presidents' Organization (YPO) where he was awarded the international recognition of YPO Legacy for Leadership.
Andy earned his bachelor's degree in Finance and Economics from Hofstra University, graduated from the College of Financial Planning and completed the President's Program in Leadership from the Harvard School of Business with an Alumni status. He is the author of three books and numerous trade publication articles and is a frequent speaker at industry association and other events.
Learn more about Andy at: www.andybluestone.com.