
Andrew Scheffer
A Dynamic Coach and Financial Advisor with a Holistic Approach to Life and Wealth Management My goal is to... | Scarsdale, New York, United States
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Andrew Scheffer’s Location Scarsdale, New York, United States
Andrew Scheffer’s Expertise A Dynamic Coach and Financial Advisor with a Holistic Approach to Life and Wealth Management My goal is to help clients feel more calm and confident as they navigate their life journeys with strategies that are as grounded in reason, logic and numbers as they are in neuroscience, psychology and the human element. This dual expertise ensures that my clients feel calm, clear, confident and understood, valued, genuinely cared for, and more at ease in the process. Take David, who met me when I presented at his company, and signed up to work with me because I was a Financial Advisor with an MBA from Wharton who had also spent years studying everything from meditation to morality with Buddhist monks . Who I Work With: If you are a founder, CEO, entrepreneur or high net worth individual, and you feel like your mind isn't as calm as it used to be, if you are tossing and turning at night or just think you have more to achieve and contribute to the world, I can potentially help you. What truly sets me apart is not my Ivy League education or my analytical abilities, but my prioritizing what is important, which led to my own training with Buddhist monks for over 30 years. My extensive journey in personal development includes years of dedicated meditation practice, which led to founding and building a program to teach these skills to high powered executives and wealthy individuals who have success but want more life satisfaction and enjoyment. Today, CEOs, founders, entrepreneurs and coaches need help managing their time, their anxiety or the challenges of making decisions today that impact their future or their children's future, as much as they need coaching in their financial plans. I meet clients where they are, listen deeply so that I can translate complex life situations, whether personal, emotional or financial into meaningful, personalized strategies. My decades long journey has taken me from Buddhist monasteries to the hallowed halls of Ivy League Education and exclusive boardrooms in between. My mission is giving access to the best of these worlds to those who want to learn or benefit without upending their own lives. This heart-centered approach ensures that clients approach their lives, financial plans and strategies in a way that not only make sense, but also resonates with their life goals and aspirations. It has also led to top money flows and consolidation from new and existing clients. Sign up for your complimentary call: www.calendly.com/andrewscheffer
Andrew Scheffer’s Current Industry Fidelity Investments
Andrew
Scheffer’s Prior Industry
Insight Meditation Society
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Panditarama Meditation Center
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Home Box Office
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Goldman Sachs
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Anz
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Morgan Stanley
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Banc Of America Securities
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Ubs
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Bank
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Mindfulness Matters A Corporate Training Solution
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Yoma Bank
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Edward Jones
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The 2 Minute Monk Method
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Fidelity Investments
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Work Experience

Fidelity Investments
Financial Consultant
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
The 2 Minute Monk Method
Founder
Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Edward Jones
Financial Advisor
Sat Dec 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Yoma Bank
Deputy Chief Business Officer
Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Mindfulness Matters A Corporate Training Solution
Founder
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank
Team Head
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Anz
Investment communications and strategy
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Anz
Advisory Sales
Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Executive Director, Investment Consultant
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Executive Director/Sales Management APAC
Wed Nov 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Financial Advisor
Tue Oct 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Banc Of America Securities
Associate
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Anz
Rest of Asia (North Asia, South East Asia, Philippines and Pacific), Head
Fri Jun 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Associate-Private Wealth Management
Fri Jun 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Goldman Sachs
Summer Associate - Private Wealth Managment
Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Home Box Office
Temp.
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
Panditarama Meditation Center
Global Ambassador, Panditarama Meditation Center
Wed May 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Insight Meditation Society
Yogi
Tue Jan 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)