Andrew Shifter is our Client Experience Director at Harvest Wealth Management. He is also a Private Wealth Planner and Chartered Retirement Planning Counselor (CRPC). Among his many contributions to the company and his clients, Andrew focuses on guiding corporate executives as they navigate their equity compensation, helping them to better understand each award and how it can be a tool to help them accomplish their overall goals. He also works to ensure that these executives abide by insider trading rules and regulations through the use of appropriate trading plans and form filings. For affluent clients implementing custom financial plans designed by our capable team, Andrew provides day-to-day support for all their questions and changing needs.
Andrew is passionate about his work and holds firm to the belief that everyone, no matter how affluent, can benefit from taking time to evaluate their current financial situation and build a sound financial plan. He asserts that this type of proactive approach can provide increased confidence and, ultimately, better the lives of his clients and the people they touch.
Andrew resides in Silver Spring, MD with his wife and three children. He has a large extended family, full of siblings, cousins, aunts, uncles and close friends. This lively bunch loves to seize any opportunity to spend time with each other. In his personal time, Andrew enjoys going on hikes and adventures with his family, doing DIY projects in and around the house, and watching movies with his wife.