Firm News

Cherry Bekaert Wealth Management Welcomes Financial Advisor Andy Szkaradek

calendar iconJuly 25, 2017

Cherry Bekaert Wealth Management, a division of nationally recognized public accounting firm Cherry Bekaert LLP, is proud to announce the hiring of Andy Szkaradek, CFP®, as a Financial Advisor.

In this role out of Cherry Bekaert’s South Florida practice, Szkaradek will provide high-net-worth individuals, corporate executives, and business owners’ guidance on investment management and wealth management matters. His guidance will include preserving and growing wealth, planning for retirement, evaluating and preparing for growth of private businesses, and evaluating clients’ risk management needs.

“As a Certified Financial Planner™, Andy brings over 20 years of financial planning and wealth management experience.  Andy will contribute to the expansion of client services through his collaborative approach and by developing strategies for each client’s unique situation based on their financial goals,” remarked Lillian Peters, Managing Director of Cherry Bekaert Wealth Management. “Andy will greatly enhance our ability to advise clients in the South Florida and the Tampa market and is a great addition to our expanding Wealth Management division.”

Szkaradek possesses an impressive background that includes working at a Big Four accounting firm, and owning and operating an investment management and financial planning firm. He has been quoted in various financial publications, and most recently worked at a national financial planning and investment management firm.

Heavily involved in his local community, Szkaradek has received the Presidential Volunteer Service Award for the past three years. In addition, he is a board member of Impact Broward and the Coral Springs Financial Advisory Committee.