Andrea Winterer
CFP®, RICP®, CDFA®
FOUNDING PARTNER/CEO
Andrea Winterer started her financial planning practice in 2000 and founded E3 in 2009 in Needham, MA.
Today, she works with women across the country. She is passionate about serving women clients and meeting them where they are as it relates to their financial acumen.
Her clients come from many backgrounds, from successful entrepreneurs to widows taking their first step to manage finances, divorcees trying to plot a new course, working mothers who are in charge of family finances, and so many more.
Andrea graduated Summa Cum Laude from University of Vermont with a degree in finance. She also holds her Certified Financial Planning designation.
Andrea is passionate about wellness and health, tennis, skiing and personal development.
“People have inertia. I help people see possibilities and have the confidence to live and give the way they want to.”
EXPERIENCE
University of Vermont, Summa Cum Laude, BA in Finance
CERTIFIED FINANCIAL PLANNER® professional
Retirement Income Certified Professional®
Certified in Long Term Care Planning
FINRA Uniform Combined State Law Examination (Series 66)
FINRA General Securities Representative (Series 7)
FINRA General Securities Principal (Series 24)
Investment Adviser Representative of Commonwealth Financial Network®
Completed the Certified Divorce Analyst Curriculum in 2008, offered by the Institute for Divorce Financial Analysts
