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Andrew Samalin, CFP®, EA, CDFA™

Andrew Samalin, CFP®, EA, CDFA™

Andrew Samalin, CFP®, EA, CDFA™, Principal, Samalin Group, Past President of the Association of Divorce Financial Planners, is a 25 year veteran financial specialist assisting attorneys, CPAs and other professionals manage their families', firms', and clients' financial planning and wealth management needs.

 

Passion/Expertise

Samalin has focused his practice on divorce financial planning and other challenging financial transitions through his SEC Registered Investment Advisory firm Samalin Investment Counsel, LLC and affiliate Samalin Divorce Finance, LLC. He specializes in helping clients with personal financial analytics and wealth management needs on a fee-only basis.

 

Position/Experience

Andrew Samalin is the founder of the Samalin Group, a nationally-recognized, award winning SEC-registered investment advisory team offering a 360 degree, unbiased, professional and fee-only view on financial issues that are important to professionals and their clients. They contemplate the tax, risk, reward and cash flow aspects of financial decisions and how they affect clients' short and long term financial lifestyles. Prior to founding Samalin Investment Counsel, Andrew held Senior Vice President – Investment positions at Morgan Stanley, Prudential Securities, and Wachovia Securities.

 


 

Grey Divorce and Retirement - Andrew Samalin    - Retirement InSight and Trends article Read a summary transcript of Andrew Samalin's
presentation
Grey Divorce and Retirement
in the 3rd Qtr 2016 issue of "Retirement Insight and Trends"".

 


 

 

Education/Certifications:

Andrew is a graduate of New York University for both his undergraduate and Master’s degrees. He is a Certified Financial Planner (CFP) by trade and by focus, and is an Enrolled Agent (EA), a federally licensed tax practitioner with the IRS, to assist the professionals and clients with pre- and post- divorce financial planning engagements and tax analysis. He is also a Certified Divorce Financial Analyst.

 

Publications/Presentations:

Andrew is regularly quoted in various news outlets, including CNBC, New York Times, Newsday, WVOX Radio, Investment News, Underwriters Labs, Dow Jones Newswires, Chase.com, Research Magazine, Financial Planning Magazine, Entrepreneur.com, RNN-TV’s Market Watch, and News12 Westchester. He has been asked to give presentations for the Association of Divorce Financial Planners, NYACP, Investment News Retirement Income summit, and Fidelity Investments Institutional Wealth Services.

 

Associations/Awards:

Samalin is the President of the Association of Divorce Financial Planners, is on the Board of Directors of the NYACP, and was selected by the Westchester County Business Council to the Rising Stars: Westchester’s Forty under Forty. Andrew is the Chapter Leader and Founder of Second Saturday Westchester, a not for profit that assists attendees become educated about divorce. He was appointed Treasurer for Bethel Nursing Homes, named to its Executive Committee, and Chairs its Investment Committee. Andrew is member of the Financial Planning Association. In April 2007, he had the honor of hosting a reception on the floor of the New York Stock Exchange. Finally, Westchester Magazine voted Samalin Investment Counsel, LLC “Best in Customer Service” every year its’ been offered.

 

 

Retirement Speakers Bureau Andrew Samalin is available to do presentations on a variety of topics for your retirement professional development or consumers group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Grey Divorce and Retirement - Andrew Samalin

Grey Divorce and Retirement - Andrew Samalin

1.5 hrs CFP®, CRC®, PACE CE

Learn more about the role of different types of marital and retirement assets for each spouse in divorce planning, how to keep options open for liquidity, and considerations for structuring retirement income.

$39.00
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