Andrew Serzan
CLTC®

Managing Partner
Private Client & Executive Life Insurance

Andrew “Drew” Serzan is the head of private client and executive life insurance planning and a founding partner of OneTeam Financial. Over the past two decades, he has built his career in the financial services and insurance planning industry by focusing on long-term relationships with his clients and fellow professionals.

Andrew’s passions include working with individuals and businesses in the areas of retirement, wealth transfer and preservation, life insurance and financial planning as part of a holistic plan. With a specialty in high-income and high-net-worth clientele, Andrew designs and oversees sophisticated insurance strategies to help ensure efficient and effective wealth transfer and cash flow protection.

He works diligently to help clients understand the decisions and opportunities presented by their unique situations, working alongside them and their other advisors to help implement their strategic plan.

Andrew graduated from N.J.C.U. with a Bachelor of Arts in Business Management and has earned professional certifications in long-term care planning as well as Social Security. He previously served as a Councilman for the Nationwide Agent Advisory board, an elite team of advisors from across the country elected by fellow agents. Andrew has also been involved in regional and national speaking engagements for various organizations on a wide range of financial and insurance matters.

In his free time, Andrew enjoys spending time with his family and kids, traveling, cooking and following his favorite sports teams. He resides with his family in Colts Neck, New Jersey.

MDRT: Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://link.edgepilot.com/s/8b0f7deb/svybP0XXnk2zqrC-xaRx9A?u=https://www.mdrt.org/membership/requirements/

CA Insurance License 0H65628

Back to Team

CERTIFICATIONS

  • Certification in Long-Term Care (CLTC®)
  • Series 6, 63 & 65 Registrations
  • Life and Health Insurance license

AFFILIATIONS

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association for Advanced Life Underwriting (AALU)
  • Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®