Licenses and Certifications
Series 7, Series 63.
01:955:306 Finance in Sport
16:475:513 Sports Finance and Strategic Planning (graduate)
Andy Koerner is a wealth management professional with over 25 years of experience. He is President of Paradigm Wealth Management, and nationally recognized as a top advisor in the industry. His client list is a who’s who of professional athletes and entrepreneurs.
A highly sought after key note speaker, Andy has been featured at numerous professional organization events such as the NFL Players Association, NBA Annual Conference, National Pharmaceutical Conference, and NCAA Women’s Basketball Final Four. Andy also hosted a weekly radio show in Peru on finance.
Andy has been profiled in Kiplinger’s Personal Finance, Smart Money, Advisor Today, and Mutual Fund Investor. He has also been quoted in The Wall Street Journal, The Canadian Post, and on CBS Radio, New York. Registered Rep Magazine recognized Andy in May, 2009, as one of 10 Outstanding Advisors of the Year. Andy is consistently included in the industry’s Circle of Excellence.
Awards and Achievements
2009 Financial Advisor of the Year, Registered Rep Magazine
Circle of Excellence
President's Council, Rutgers University
Former Board of Overseers, Rutgers University
Society of 1766, Rutgers University