Andrea Orlando

Senior Wealth Advisor

Credentials: CFP
Years of Experience: 33

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3653

Andrea has over 35 years experience helping clients solve financial problems and planning for their future.

She lives in Clinton, New Jersey with her husband, daughter and their two dogs. Her married son lives in Orlando Florida.

Andrea enjoys being a part of her church, where she is a Deacon, she’s also a member of the Tewksbury Woman’s club and The Financial Planning Association. In her spare time she enjoys bicycling, gardening, travelling, cooking, and is a an hockey fan.

Education: Fairleigh Dickinson University – BS in Accounting
The College for Financial Planning – Certified Financial Planner

Comprehensive financial planning
Family Wealth management
Insurance solutions
Retirement and income planning
Business planning

5 Star Wealth Management Award
Years, 2014,2015,2016,2017,2018.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Form CRS | Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

Check the background of this firm on FINRA BrokerCheck

Call Now Button