Andreas Wilder CFA, CFP

Andreas Wilder CFA, CFP

Financial Advisor

770-575-5955

I live in Marietta with my two children Miles and Kennedy and dog Fenway. I married the literal girl next door - Cailie, who is my rock. I cheer for all Boston sports except for soccer - call me to go to a Atlanta United Game or try a new restaurant!

Member

Fill the Filing Cabinet Workshop 04/18/2022
Best Client Workshop 06/15/2020
InfoMinute Seminar 02/17/2020
Orientation Essentials 02/17/2020
GateOpener Workshop 10/19/2015
7-Minute Presentation Workshop 05/22/2015

Development

Endorsement Letters I've Given

Endurance Planning Group

Endurance Planning Group

770-431-5120

2859 Paces Ferry Rd SE
Suite 1160
Atlanta, GA 30339

Website

My clients were active in college, and still go to the football games. They own a business to control their paycheck and coach their children. They want to ensure they teach their children and grandchildren how to plan for life’s largest moments.

Company

Endorsement Letters I've Received

AlphaTester 08/27/2021
PowerWings 10/09/2020

Contribution

Whitlock Avenue Team

Introduced by:

Austin Eades

Austin Eades

Joined on 01/06/2015

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 12/04/2020
VisitorCoOrdinator 10/05/2021
MembershipCoOrdinator
MentorCoOrdinator 01/03/2025
Hand Pin 10/08/2021

Membership

5-year Pin 09/18/2020
3-year Pin 04/13/2018

Team

Members I've Invited

James DeLaurier

James DeLaurier

Eli Robinson

Eli Robinson

Christopher Rowe

Christopher Rowe

Amy Koenig

Amy Koenig

Garrett Hurst

Garrett Hurst

Sponsorship

I recently recommended Rob Burgess on my team to a client and sent a three way email highlighting the painpoint the client had - receiving an unexpected bill.

 

Finding members' profile pages and aligning the stories they share on how they are most helpful allow me to better target referrals. It's hard to cut through the clutter that is often so overwhelming on a business' website page. The character limitation on the Member's personal profile page forces us all to focus on what we do best for our best clients. The ability to showcase your expertise allows me to better refer you and allows my clients to build a more instaneous connection.

Referral Trigger Response