Andrew Baron, CFP®, EA

Advisor at John G. Ullman & Associates, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Elmira-Corning Area

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Nov, 2020
    - Sep, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Aug, 2017
    - Sep, 2024

Experience

  • John G. Ullman & Associates, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisor
      • Aug 2023 - Present

      • Investments• Tax Planning and Preparation• Big Picture Planning with Hands On Implementation• Host, Writer and Producer of the Well... It Depends! Podcast - Listen wherever you listen to podcasts or https://jgua.com/podcast or www.youtube.com/@jgua

    • Senior Associate Advisor
      • Jan 2023 - Aug 2023

    • Associate Advisor
      • Nov 2017 - Jan 2023

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2014 - Oct 2017
  • Mutual of Omaha
    • United States
    • Insurance
    • 100 - 200 Employee
    • Financial Advisor
      • Apr 2013 - Mar 2014

Education

  • University of Rochester
    Bachelor's degree, Double Major: Mathematics and Philosophy
    2008 - 2012
  • The American College of Financial Services
    Financial Planning and Services
    2015 - 2017
  • University of Oklahoma
    Early Enrollment
    2007 - 2008
  • Norman North High School
    High School Diploma
    2004 - 2008

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