Andrea Avitabile CRPC®

Andrea Gaetano Avitabile, CRPC®, is a seasoned Financial Advisor with 25 years of experience serving clients throughout the New York metropolitan area and nationwide. She has built her career at leading financial institutions including HSBC, Charles Schwab, and Fidelity Investments, where she consistently earned top-tier awards recognizing her excellence, client commitment, and results.

Andrea holds the Chartered Retirement Planning Counselor® designation and is a FINRA Registered Representative, Investment Adviser Representative, and Insurance Representative. These credentials reflect her broad technical experience and her commitment to delivering comprehensive, fiduciary-minded financial guidance.

Since 2017, Andrea has specialized in providing financial planning, investment advice, and financial education to retirement plan and equity compensation plan participants at Fortune 500 companies and strategic-market nonprofit organizations. Through this work, she has helped thousands of retirees, pre-retirees, professionals, and executives strengthen financial literacy, optimize investment and retirement strategies, and make confident long-term financial decisions.

As a Wealth Management Advisor and Partner with Thomas Avitabile in their independent financial planning practice, Andrea provides customized wealth management solutions to individuals, families, professionals, and small businesses. Her approach integrates comprehensive financial and retirement planning, personalized investment advice, risk management and protection strategies, and ongoing financial education—empowering clients with clarity and confidence through plans tailored to their goals, values, and stage of life.

Andrea resides in Connecticut with her husband. Outside of her professional work, she enjoys spending time with her family and friends, attending events at Lincoln Center, and exploring museums.