Andy Rad

Wealth Advisor

Andy retired financially secure at age 55, after 32 years with Hewlett-Packard, where he functioned as a Quality Engineer, Computer Information System Engineer and Program/Release Manager.  He and his wife, Julie, followed the Dave Ramsey principles long before they ever heard of Dave; that is, they utilized the cash envelope budget system shortly after college, lived below their means and invested the difference.  Reading Dave’s book “Total Money Makeover” was like reading a biography of their life’s money principles.

Andy managed his own investments, but required an independent advisor to access the alternatives market. This is where he began his relationship with Legacy Wealth Management several years prior.  Upon retirement, he desired to continue doing what he enjoyed and that was investing, keeping up on tax changes, and helping others.  However, now he is not only investing his own funds but bringing clients alongside him.  Andy seldom puts clients into something he doesn’t own.  He prefers alternatives investments and spends a fair amount of time traveling while performing “due diligence”.  He looks for investments that he feels comfortable putting his money in.  His clients appreciate that he’s investing in the same assets he recommends.

Andy's clients are receiving sophisticated and objective planning of their investments, while earnestly listening to and meeting their individual goals. He strives to provide the highest level of service, as well as client experience, by satisfying their individual financial needs.

Andy and his wife, Julie, were married in 1978. They enjoy spending time outdoors on extended backpacking and day hike trips, snowshoeing, and quality time with family, their 3 children, and 5 grandsons.  They are also getting acquainted with some of the "Snowbird" experiences. Along with backpacking, he enjoys wood working and metal working on his CNC lathe and mill.

Additional Info:

Secret Talent: Metal work
Favorite Vacation: Multiple – 1st cruise, Disney with kids, backpacking the Wind Rivers, Glacier, Mt. Rainer.
Favorite Movie: Avatar
Best Financial Advice Ever Received:
Live below your means and invest.
Describe Your Personality In One Sentence:
Nerdy conservative
Place You’d Most Like To Visit: Hike through Europe.
Item On Your Bucket List: Build a shop; fill with metal and blacksmithing equipment.
Biggest Accomplishment:
Returning to college in my mid 40s.
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Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management’s marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non‐infringement.
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