Andrew Sternberg, CFP®
Wealth Adviser

My Mission

My team and I are responsible for delivering customized wealth planning and investment solutions to meet the unique and evolving needs of each client.

Education

  • BS in Finance from the University of Illinois Urbana-Champaign
  • CERTIFIED FINANCIAL PLANNER™ professional

Specializations

  • Comprehensive Financial Planning
  • College Planning
  • Estate Planning Strategies

Contact Me

VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606

P: 312.248.8300

About Andrew

Andrew is one of the wealth advisers at Vivaldi. Andrew looks to really understand a client’s total picture and build a proper financial plan & investment portfolio to meet their goals. He achieves this with proactive communication and great client service.

Andrew earned a Bachelor of Science Degree in Finance from the University of Illinois Urbana-Champaign. He is a CERTIFIED FINANCIAL PLANNER™ professional, and joined the Vivaldi team in May of 2013.

In his free time Andrew enjoys sports and traveling. He is also part of the First Tee Greater Chicago Ambassador Council.

Andrew’s Interests

Resources Recommended by Andrew

Contact

Andrew Sternberg, CFP®

Wealth Adviser

VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606

P: 312.248.8300